Private Client Banking Advisor

JPMorgan Chase & Co.; Mobile (AL); On-site; USD 55,000 - 85,000; Full time

Job summary

JPMorgan Chase & Co. seeks a Private Client Banker in Branch Banking to be the main contact for affluent clients, managing their complete banking relationship and delivering tailored education and advice to help them reach financial goals.

You will partner with Specialists to connect clients with experts, promote self-service options, and ensure compliance with banking regulations, offering a path for long-term career growth in a values-driven environment.

Qualifications

• Experience in building and expanding client relationships in financial services.
• Ability to acquire and deepen client relationships and generate revenue.
• Knowledge of securities licensing requirements or willingness to obtain licenses.
• Familiarity with regulatory requirements and compliance in banking.

Responsibilities

• 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 for complex needs.
• Promotes self-service options to access accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

New client acquisition

Regulatory compliance

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase & Co. seeks a Private Client Banker in Branch Banking to be the main contact for affluent clients, managing their complete banking relationship and delivering tailored education and advice to help them reach financial goals.

You will partner with Specialists to connect clients with experts, promote self-service options, and ensure compliance with banking regulations, offering a path for long-term career growth in a values-driven environment.