Private Client Banking Advisor

JPMorganChase; Boca Raton (FL); Sur place; USD 65 000 - 90 000; Plein temps

Avantages offerts par ce poste

Competitive health care coverage

On-site health and wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Résumé du poste

JPMorgan Chase offers a Private Client Banker role in Branch Banking focused on managing a select group of affluent clients and broader customers. You will grow relationships, solicit referrals, and coordinate with specialists to provide tailored financial guidance.

The position emphasizes adherence to banking regulations, flexibility in hours including weekends, and a path toward professional licenses and ongoing compliance with NMLS/Safe Act requirements.

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, cultivating, and maintaining customer relationships and revenue generation.
• Compliance with Dodd Frank/Truth in Lending Act.
• Securities Industry Essentials (SIE) exam and FINRA Series 6/7, state registration and Life licenses as required.
• Adherence to policies, procedures, and regulatory banking requirements.

Responsabilités

• Shares the value of Chase Private Client with clients that may be eligible.
• Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs.
• Partners with Specialists to connect customers to experts for specialized financial needs.
• Makes lives of clients more convenient by enabling self-service access to accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Connaissances

Relationship building

New client acquisition

Communication skills

Regulatory compliance

Formation

High school degree

Description du poste

JPMorgan Chase offers a Private Client Banker role in Branch Banking focused on managing a select group of affluent clients and broader customers. You will grow relationships, solicit referrals, and coordinate with specialists to provide tailored financial guidance.

The position emphasizes adherence to banking regulations, flexibility in hours including weekends, and a path toward professional licenses and ongoing compliance with NMLS/Safe Act requirements.