Private Client Banking Advisor

JPMorgan Chase; Chicago (IL); On-site; USD 60,000 - 100,000; Full time

Job summary

JPMorgan Chase in Chicago seeks a Private Client Banker to manage the banking relationship for affluent clients within the Branch. You will proactively grow client balances by offering education and advice tailored to their financial needs, and you will acquire new clients through referrals and internal sources.

You will work with Specialists to connect clients to experts, support self-service access 24/7, and ensure compliance with regulatory requirements and internal policies while delivering

Qualifications

• Verifiable success in acquiring and growing client relationships.
• 1+ year in branch banking with revenue generation.
• SIE exam, FINRA Series 6/7, state licenses required or completed within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act.

Responsibilities

• Maintain banking relationships and provide education/advice to clients.
• Acquire new clients through referrals and internal sources.
• Collaborate with Specialists to address clients' needs with expert solutions.
• Promote self-service access for clients (24/7).
• Adhere to policies, procedures, and regulatory requirements.

Skills

Relationship building

Sales & client acquisition

Communication skills

Financial products knowledge

Education

High school diploma

Job description

JPMorgan Chase in Chicago seeks a Private Client Banker to manage the banking relationship for affluent clients within the Branch. You will proactively grow client balances by offering education and advice tailored to their financial needs, and you will acquire new clients through referrals and internal sources.

You will work with Specialists to connect clients to experts, support self-service access 24/7, and ensure compliance with regulatory requirements and internal policies while delivering