Private Client Banking Advisor

JPMorgan Chase & Co.; Chicago (IL); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in Chicago seeks a Private Client Banker to manage affluent client relationships and grow their banking portfolio. You will advise clients, coordinate with specialists, and promote 24/7 self-service options to enhance convenience.

The role requires a strong emphasis on compliance with Dodd-Frank and lending laws, with licensing requirements to be met within the stated period. A branch-hours schedule applies, including some weekends.

Qualifications

• Experience using a relationship-based approach to grow client relationships.
• 1+ year in Branch Banking or equivalent revenue-generating role.
• SIE exam and FINRA Series 6/7, state registrations, and Life licenses or plan to complete within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act.
• Ability to work branches hours, including weekends/evenings.

Responsibilities

• Share the value of Chase Private Client with eligible clients.
• Manage client banking relationships with an advice-based approach.
• Connect clients with specialists for specialized needs.
• Promote self-service options to access accounts 24/7.
• Adhere to banking policies and regulatory requirements.

Skills

Relationship building

New client acquisition

Regulatory compliance

Time management

Communication skills

Team orientation

Education

High school diploma

Bachelor's degree or military equivalent

Job description

JPMorgan Chase & Co. in Chicago seeks a Private Client Banker to manage affluent client relationships and grow their banking portfolio. You will advise clients, coordinate with specialists, and promote 24/7 self-service options to enhance convenience.

The role requires a strong emphasis on compliance with Dodd-Frank and lending laws, with licensing requirements to be met within the stated period. A branch-hours schedule applies, including some weekends.