Private Client Banking Advisor

JPMorganChase; Burnsville (MN); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Banker in the Branch Banking area to serve affluent clients and manage their banking relationships. You will work across Chase products, advise clients, and coordinate with specialists to meet financial needs.

The role emphasizes adherence to regulatory requirements, strong communication, and a commitment to exceptional service. Flexibility with branch hours is expected.

Qualifications

• Proven success in acquiring and growing client relationships in a banking setting.
• Experience in wealth or private client services is a plus.
• Compliance with FINRA/SEC regulations and licensing requirements.

Responsibilities

• Act as the main contact for a select group of Chase Private Client and branch clients.
• Manage client banking relationships with an advice-based approach.
• Collaborate with specialists to connect clients to experts for complex needs.
• Promote self-service options and access to accounts 24/7.
• Adhere to banking policies, procedures, and regulatory requirements.

Skills

Relationship-building

New client acquisition

FINRA/SIE/Series

Regulatory compliance

Excellent communication

Education

High school diploma or GED

Job description

JPMorgan Chase is seeking a Private Client Banker in the Branch Banking area to serve affluent clients and manage their banking relationships. You will work across Chase products, advise clients, and coordinate with specialists to meet financial needs.

The role emphasizes adherence to regulatory requirements, strong communication, and a commitment to exceptional service. Flexibility with branch hours is expected.