Private Client Banking Advisor

Testing Site - JPMC; Edina (MN); On-site; USD 55,000 - 70,000; Full time

Job summary

JPMorgan Chase in Edina, MN seeks a Private Client Banker to lead affluent client relationships in-branch, providing tailored financial education and advice. You will collaborate with specialists, promote self-service options, and maintain compliance with governing regulations.

The role emphasizes growth via client referrals, strong service delivery, and dedication to ethical standards within the Chase Private Client framework.

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• Experience in new client acquisition, cultivating and maintaining customer relationships and revenue.
• Must meet or complete required FINRA/NMLS licensing within stated timelines.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationships through an advice-based approach for best products and services.
• Partners with Specialists to connect clients to experts for specialized financial needs.
• Makes lives of clients convenient by enabling 24/7 self-service access.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship-building

Client acquisition

Communication

Regulatory compliance

Education

High school diploma or GED

College degree or military equivalent (preferred)

Job description

JPMorgan Chase in Edina, MN seeks a Private Client Banker to lead affluent client relationships in-branch, providing tailored financial education and advice. You will collaborate with specialists, promote self-service options, and maintain compliance with governing regulations.

The role emphasizes growth via client referrals, strong service delivery, and dedication to ethical standards within the Chase Private Client framework.