Private Client Banking Advisor

JPMorgan Chase & Co.; Indianapolis (IN); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers. You will manage the complete banking relationship across the company, using an advice-based approach to help clients grow their balances.

You will collaborate with Specialists to connect clients to experts and promote self-service options. The role requires weekend/evening hours and adherence to regulatory requirements.

Qualifications

• Requires a value-added, relationship-oriented approach to acquiring and deepening client relationships.
• Experience in branch banking with new client acquisition and revenue generation.
• Ability to complete required securities and lending registrations/licenses or start within 180 days.

Responsibilities

• Share the value of Chase Private Client with eligible clients.
• Manage clients' banking relationships with an advice-based approach.
• Collaborate with Specialists to connect clients to experts for specialized needs.
• Facilitate access to self-service options for 24/7 banking access.
• Adhere to banking policies, procedures, and regulatory requirements.

Skills

Relationship building

Client acquisition

Communication skills

Advisory approach

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers. You will manage the complete banking relationship across the company, using an advice-based approach to help clients grow their balances.

You will collaborate with Specialists to connect clients to experts and promote self-service options. The role requires weekend/evening hours and adherence to regulatory requirements.