Private Client Banking Advisor

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

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients, managing their complete banking relationship with a proactive, education-focused approach.

You will acquire new clients via referrals and internal/external sources, collaborate with Specialists, and ensure clients access services around the clock while complying with all regulations.

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 and revenue generation.
• Licensing and registrations required or to be completed within specified timeframes (SIE, Series 6/7, state licenses).
• Compliance with Dodd-Frank/Truth in Lending Act.
• High school degree or equivalent; college degree preferred.

Responsibilities

• Shares the value of Chase Private Client and actively manages banking relationships with affluent clients.
• Partner with Specialists to connect customers to experts for complex financial needs.
• Promote self-service options to provide 24/7 access to accounts.
• Adhere to policies, procedures, and regulatory banking requirements.

Education

SIE exam

FINRA Series 6/7

State registration (63 or 66)

NMLS registration (SAFE Act)

High school degree

College degree (preferred)

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients, managing their complete banking relationship with a proactive, education-focused approach.

You will acquire new clients via referrals and internal/external sources, collaborate with Specialists, and ensure clients access services around the clock while complying with all regulations.