Private Client Banking Advisor

JPMorganChase; Chicago (IL); On-site; USD 55,000 - 85,000; Full time

Job summary

JPMorganChase in the United States, Illinois, Chicago area seeks a Branch Banking Banker oriented toward Private Client relationships to deepen client connections and deliver tailored financial guidance.

You will collaborate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with experts, while ensuring compliance and providing 24/7 self-service access. Strong communication and a commitment to diversity are essential.

Qualifications

• Proven success acquiring and growing client relationships.
• 1+ year branch banking or equivalent in financial services.
• SIE/FINRA licensing or plan to obtain within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act.

Responsibilities

• Promote Chase Private Client value to eligible clients.
• Manage banking relationships with an advice-based approach.
• Coordinate with Specialists to connect clients with experts.
• Facilitate self-service access to accounts 24/7.
• Adhere to banking policies and regulatory requirements.

Skills

Relationship management

Financial services experience

Licensing readiness

Job description

JPMorganChase in the United States, Illinois, Chicago area seeks a Branch Banking Banker oriented toward Private Client relationships to deepen client connections and deliver tailored financial guidance.

You will collaborate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with experts, while ensuring compliance and providing 24/7 self-service access. Strong communication and a commitment to diversity are essential.