Private Client Banker: Wealth Relationships & Growth

Fairygodboss; Saco (ME); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. seeks a Private Client Banker to service affluent clients within a branch, delivering tailored banking solutions and leveraging digital channels for a seamless experience.

You will build trusted relationships, meet licensing requirements including SIE, Series 6, and state registrations, and work weekends/evenings as needed. A strong focus on compliance and risk controls is essential to protect client and firm interests.

Qualifications

• Must have a value-added, relationship-focused approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent financial services sales experience with proven growth in clients and revenue.
• Ability to create memorable client experiences and tailor financial solutions.

Responsibilities

• Put clients first with attentive service and introduce Chase Private Client to eligible clients.
• Manage client banking relationships with an advice-based approach to recommend products and services.
• Communicate clearly to understand needs, build trust, and anticipate client requirements.
• Educate clients on technology tools like Chase Mobile App, Chase.com, and ATMs.
• Learn products and procedures quickly to effectively consult and coordinate with team of experts.
• Adhere to policies, procedures, and regulatory requirements.

Skills

Relationship management

Sales experience

Communication skills

Risk awareness

Client service

Licensing knowledge

Education

High school diploma or GED

College degree preferred

Job description

JPMorgan Chase & Co. seeks a Private Client Banker to service affluent clients within a branch, delivering tailored banking solutions and leveraging digital channels for a seamless experience.

You will build trusted relationships, meet licensing requirements including SIE, Series 6, and state registrations, and work weekends/evenings as needed. A strong focus on compliance and risk controls is essential to protect client and firm interests.