Private Client Banker: Wealth Relationships & Growth

Aumni; Orange Park (FL); Sur place; USD 65 000 - 95 000; Plein temps

Avantages offerts par ce poste

Health care coverage

On-site health and wellness centers

Retirement savings plan

Tuition reimbursement

Résumé du poste

JPMorganChase & Co. seeks a Private Client Banker to deliver hospitality-driven service to Chase Private Client and branch clients. You will manage relationships, advise on products, and solicit referrals while complying with regulatory requirements.

The role emphasizes building trust, leveraging digital tools, and collaborating with a team of experts to meet clients’ financial needs and growth objectives.

Qualifications

• 1+ year Branch Banking Banker or equivalent experience in Financial Services sales with proven success in acquiring new clients.
• Ability to create memorable experiences for our clients and elevate the client experience.
• Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits.

Responsabilités

• Put clients first and exceed their expectations with attentive service and welcoming environment.
• Actively manage assigned clients and banking relationships with advice-based product recommendations.
• Engage in clear, polite communication to understand and help clients, building trust.

Connaissances

Relationship building

Sales experience

Excellent communication

Formation

High school diploma

SIE exam

FINRA Series 6

State registration (63)

Life licenses

Description du poste

JPMorganChase & Co. seeks a Private Client Banker to deliver hospitality-driven service to Chase Private Client and branch clients. You will manage relationships, advise on products, and solicit referrals while complying with regulatory requirements.

The role emphasizes building trust, leveraging digital tools, and collaborating with a team of experts to meet clients’ financial needs and growth objectives.