Private Client Banking Advisor

JPMorganChase; Chicago (IL); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Banker in our Chicago branch to manage affluent client relationships and drive growth across banking products. You will engage clients with an advice-based approach, collaborating with specialists to meet financial needs and enhance the client experience.

The role requires regulatory knowledge, licenses, and willingness to work weekends and evenings. A strong sales mindset and commitment to compliance will be essential in this dynamic environment.

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 and related regulatory requirements.
• SIE exam, FINRA Series 6/7, state registration (63 or 66 if required) and Life licenses expected within 180 days of starting.
• High school diploma or equivalent; ability to work branch hours including weekends/evenings.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationships with an advice-based approach to offer best-fit products and services.
• Partners with Specialists to connect clients with experts for specialized needs.
• Facilitates access to self-service options and 24/7 account access.
• Adheres strictly to bank policies, procedures, and regulatory requirements.

Skills

Relationship building

Client acquisition

Regulatory knowledge

Communication skills

Time management

Education

High school diploma or equivalent

College degree preferred

Job description

JPMorgan Chase is seeking a Private Client Banker in our Chicago branch to manage affluent client relationships and drive growth across banking products. You will engage clients with an advice-based approach, collaborating with specialists to meet financial needs and enhance the client experience.

The role requires regulatory knowledge, licenses, and willingness to work weekends and evenings. A strong sales mindset and commitment to compliance will be essential in this dynamic environment.