Private Client Banking Advisor

JPMorgan Chase & Co.; Coral Gables (FL); On-site; USD 70,000 - 95,000; Full time

Job summary

JPMorgan Chase & Co. in Florida is seeking a Private Client Banker to represent our brand, deliver tailored banking solutions, and manage the complete client relationship across Chase services for affluent clients within a branch setting.

The role emphasizes proactive, advice-based client engagement, education on digital channels, and collaboration with a team of specialists to meet complex financial needs while maintaining strict compliance.

Qualifications

• Demonstrated success in acquiring and deepening client relationships.
• 1+ year Branch Banking Banker or equivalent experience in Financial Services sales.
• Ability to create memorable client experiences and tailor solutions.

Responsibilities

• Put clients first and exceed their expectations with attentive service.
• Actively manage client banking relationships with an advice-based approach.
• Communicate clearly to understand client needs and build trust.
• Educate clients on technology like the Chase Mobile App and Chase.com.
• Learn products and procedures quickly to consult with clients and connect them to experts.
• Adhere to policies, procedures, and regulatory requirements.

Skills

Relationship building

Sales experience

Communication

Financial services

Risk/compliance awareness

Education

High school diploma

Job description

JPMorgan Chase & Co. in Florida is seeking a Private Client Banker to represent our brand, deliver tailored banking solutions, and manage the complete client relationship across Chase services for affluent clients within a branch setting.

The role emphasizes proactive, advice-based client engagement, education on digital channels, and collaboration with a team of specialists to meet complex financial needs while maintaining strict compliance.