Private Client Banking Advisor

JPMorgan Chase; Gurnee (IL); Vor Ort; USD 60.000 - 90.000; Vollzeit

Zusammenfassung

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to manage a select group of affluent clients and broader customers. You will cultivate relationships, provide education and advice tailored to client needs, and drive growth across the banking relationship.

The role emphasizes an advice-based approach, collaboration with specialists, and ensuring clients have convenient access to self-serve options while complying with applicable banking regulations.

Qualifikationen

• Proven ability to acquire and deepen client relationships.
• Experience in financial services and revenue generation.
• Compliance with financial regulations and licensing requirements.
• Ability to work flexible branch hours including weekends.

Aufgaben

• Shares the value of Chase Private Client with eligible clients.
• Manages client banking relationships with an advice-based approach.
• Partners with specialists to connect clients to experts.
• Sets up self-service options to access accounts 24/7.
• Adheres to policies, procedures, and regulatory requirements.

Kenntnisse

Relationship-building

New client acquisition

Communication skills

Team orientation

Ausbildung

High school diploma

Bachelor’s degree (preferred)

Jobbeschreibung

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to manage a select group of affluent clients and broader customers. You will cultivate relationships, provide education and advice tailored to client needs, and drive growth across the banking relationship.

The role emphasizes an advice-based approach, collaboration with specialists, and ensuring clients have convenient access to self-serve options while complying with applicable banking regulations.