Private Client Banking Advisor

JPMorgan Chase & Co.; Pittsburgh (Allegheny County); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in Pittsburgh seeks a Private Client Banker to manage a select group of affluent clients, delivering education and advice to enhance their financial wellbeing. You will lead banking relationships with an advisory approach and coordinate with specialists to meet complex needs.

Responsibilities include driving client growth, promoting self-service options, and ensuring adherence to regulatory requirements while building lasting trust with clients and internal partners.

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• Experience in branch banking with new client acquisition and revenue generation.
• Compliance with regulatory requirements and licensing as applicable.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationships with an advice-based approach to meet client needs.
• Partners with specialists to connect clients to experts for specialized needs.
• Makes client lives easier by promoting self-service access to accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship management

Prospecting & new business

Cross-functional collaboration

Financial advisory

Sales & revenue growth

Regulatory compliance

Education

High school diploma or GED

College degree preferred

Job description

JPMorgan Chase & Co. in Pittsburgh seeks a Private Client Banker to manage a select group of affluent clients, delivering education and advice to enhance their financial wellbeing. You will lead banking relationships with an advisory approach and coordinate with specialists to meet complex needs.

Responsibilities include driving client growth, promoting self-service options, and ensuring adherence to regulatory requirements while building lasting trust with clients and internal partners.