Private Client Banker: Wealth Relationships Lead

Next Frontier Capital; Murfreesboro (TN); On-site; USD 50,000 - 70,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Banker to serve a select group of affluent clients and others in the branch. You will manage full banking relationships with an advice-based approach, collaborating with specialists to connect clients to experts for specialized financial needs.

The role requires a strong emphasis on relationship building, licensing compliance (SIE/Series 6/7 and Life licenses), and willingness to work extended hours including weekends.

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition.
• SIE exam, FINRA Series 6/7, state registration (63/66 if required) and Life licenses required or must be completed within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.
• Ability to work branch hours, including weekends and some evenings.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible.
• Manages banking relationship through an advice-based approach to deliver best products and services.
• Partners with Specialists to connect customers to experts for specialized financial needs.
• Facilitates access to self-service options for accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

New client acquisition

Industry knowledge

Compliance & licensing

Communication skills

Team orientation

Education

High school diploma or GED

Job description

JPMorgan Chase is seeking a Private Client Banker to serve a select group of affluent clients and others in the branch. You will manage full banking relationships with an advice-based approach, collaborating with specialists to connect clients to experts for specialized financial needs.

The role requires a strong emphasis on relationship building, licensing compliance (SIE/Series 6/7 and Life licenses), and willingness to work extended hours including weekends.