Private Client Banking Advisor

JPMorgan Chase & Co.; Miami (FL); On-site; USD 70,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. in Miami, FL seeks a Private Client Banker to deliver hospitality and tailored banking solutions to Chase Private Clients. You will manage full relationships, solicit referrals, and promote growth across products and services within a branch setting.

The role emphasizes an advice-based approach, collaboration with a team of experts, and adherence to regulatory requirements while leveraging Chase technology for clients.

Qualifications

• 1+ year branch banking or financial services sales experience with proven success in acquiring new clients
• Ability to create memorable experiences and elevate the client experience
• Excellent communication skills in person and on the phone, tailoring features to client needs
• SIE exam, FINRA Series 6, and Life licenses are required or to be obtained within 180 days of hire

Responsibilities

• Put clients first and exceed their expectations with attentive, friendly service.
• Actively manage clients and their banking relationships, recommending the best products and services.
• Educate clients on Chase technology, mobile app, Chase.com, and ATMs for convenient access.
• Connect clients to our team of experts for specialized financial needs.
• Adhere to policies, procedures, and regulatory requirements.

Skills

Relationship building

Sales experience

Communication skills

Financial knowledge

Regulatory compliance

Education

High school diploma

Job description

JPMorgan Chase & Co. in Miami, FL seeks a Private Client Banker to deliver hospitality and tailored banking solutions to Chase Private Clients. You will manage full relationships, solicit referrals, and promote growth across products and services within a branch setting.

The role emphasizes an advice-based approach, collaboration with a team of experts, and adherence to regulatory requirements while leveraging Chase technology for clients.