Private Client Banking Advisor

Next Frontier Capital; Pittsburgh (Allegheny County); On-site; USD 55,000 - 95,000; Full time

Job summary

JPMorgan Chase | Private Client Banker in Branch Banking. You will manage affluent clients, growing their balances through proactive relationship management, referrals, and cross-team collaboration.

The role requires SIE/FINRA licensing or completion within 180 days, and adherence to Dodd-Frank/Truth in Lending Act rules. Strong communication and sales skills are essential for success.

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.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible.
• Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs.
• Partners with Specialists to connect customers to experts who can help them with specialized financial needs.
• Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/7 days a week.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

New client acquisition

Compliance knowledge

Excellent communication

Education

High school degree or GED

Job description

JPMorgan Chase | Private Client Banker in Branch Banking. You will manage affluent clients, growing their balances through proactive relationship management, referrals, and cross-team collaboration.

The role requires SIE/FINRA licensing or completion within 180 days, and adherence to Dodd-Frank/Truth in Lending Act rules. Strong communication and sales skills are essential for success.