Private Client Banking Advisor

Next Frontier Capital; Aurora (IL); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

On-site wellness centers

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker to serve a select group of affluent Chase clients within a branch. You will manage full banking relationships using an advisory approach, helping clients grow balances while coordinating with specialists for complex needs and offering convenient self-service access.

The role emphasizes compliance with financial regulations, excellent communication, and a long-term commitment to client service at a premier financial institution.

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 revenue generation.
• SIE exam/FINRA Series 6/7 and state registrations required or to be completed within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.
• Adherence to policies, procedures, and regulatory banking requirements.

Responsibilities

• Share the value of Chase Private Client with eligible clients.
• Manage banking relationships with an advice-based approach to offer best-fit products and services.
• Partner with specialists to connect clients to experts.
• Provide self-service options to access accounts 24/7.
• Adhere to regulatory policies and procedures.

Skills

Relationship management

New client acquisition

Regulatory compliance

Client service excellence

Hours flexibility

Education

High school diploma

College degree preferred

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker to serve a select group of affluent Chase clients within a branch. You will manage full banking relationships using an advisory approach, helping clients grow balances while coordinating with specialists for complex needs and offering convenient self-service access.

The role emphasizes compliance with financial regulations, excellent communication, and a long-term commitment to client service at a premier financial institution.