Private Client Banking Advisor

Aumni; Aurora (IL); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in the United States is seeking a Private Client Banker to serve a select group of affluent clients and branch customers. You will manage relationships, provide education and guidance, and connect clients with specialists to meet complex financial needs.

You will uphold the Chase Private Client value proposition, develop referrals, and stay compliant with regulatory requirements while offering convenient access to accounts and 24/7 self-service options.

Qualifications

• Strong interpersonal and communication abilities with clients and colleagues.
• Experience building and maintaining affluent client relationships.
• Commitment to long-term career with the firm and teamwork.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationships with an advice-based approach to provide best products and services.
• Partner with Specialists to connect clients to experts for specialized financial needs.
• Facilitates self-service options for 24/7 account access.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Excellent communication skills

College degree or military equivalent

Experience cultivating relationships

Strong team orientation

Education

High school degree, GED or foreign equivalent

College degree or military equivalent

Job description

JPMorgan Chase & Co. in the United States is seeking a Private Client Banker to serve a select group of affluent clients and branch customers. You will manage relationships, provide education and guidance, and connect clients with specialists to meet complex financial needs.

You will uphold the Chase Private Client value proposition, develop referrals, and stay compliant with regulatory requirements while offering convenient access to accounts and 24/7 self-service options.