Private Client Banking Advisor

JPMorgan Chase & Co.; Florida; On-site; USD 60,000 - 95,000; Full time

Job summary

JPMorgan Chase & Co. in Florida seeks a Private Client Banker to serve affluent clients and manage their complete banking relationships in-branch. You will proactively offer tailored solutions, educate clients, and coordinate with specialists to meet sophisticated financial needs.

The role emphasizes relationship-building and new client acquisition within a compliant, service-oriented environment, with weekend/evening hours as needed and opportunities for growth.

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• Experience in acquiring new clients and growing revenue in a banking environment.
• Ability to work within regulatory guidelines and adhere to bank policies.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages client banking relationships through an advice-based approach to tailor products and services.
• Partners with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with specialists.
• Makes lives of clients easier by enabling self-service options and access to accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

New client acquisition

Communication skills

Regulatory compliance

Team collaboration

Availability for weekend/evening hours

Education

High school diploma or equivalent

College degree or military equivalent

Job description

JPMorgan Chase & Co. in Florida seeks a Private Client Banker to serve affluent clients and manage their complete banking relationships in-branch. You will proactively offer tailored solutions, educate clients, and coordinate with specialists to meet sophisticated financial needs.

The role emphasizes relationship-building and new client acquisition within a compliant, service-oriented environment, with weekend/evening hours as needed and opportunities for growth.