Private Client Banking Advisor

Next Frontier Capital; Moline (IL); On-site; USD 65,000 - 95,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Banker to serve a select group of affluent clients within the Branch network. You will manage full banking relationships, proactively seeking referrals and growth while delivering education and advice tailored to clients’ financial needs.

The role emphasizes an advice-based approach, collaboration with specialists, and ensuring clients can access services around the clock, while meeting regulatory standards.

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation.
• SIE exam, FINRA Series 6/7, state registration and Life licenses required or completed within 180 days of starting.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible.
• Acts as primary contact for a select group of affluent clients and manages their banking relationship.
• Partners with Specialists to connect customers to experts for specialized financial needs.
• Sets up self-service options to access accounts 24/7 and enhances client convenience.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship-building

New client acquisition

Communication skills

Time management

Education

High school diploma

College degree

Job description

JPMorgan Chase is seeking a Private Client Banker to serve a select group of affluent clients within the Branch network. You will manage full banking relationships, proactively seeking referrals and growth while delivering education and advice tailored to clients’ financial needs.

The role emphasizes an advice-based approach, collaboration with specialists, and ensuring clients can access services around the clock, while meeting regulatory standards.