Private Client Banking Advisor

Aumni; Tampa (FL); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Health care benefits

Retirement plan

Paid time off

Job summary

JPMorgan Chase & Co. in Tampa, FL seeks a Private Client Banker to manage affluent client relationships across the branch, delivering education-based financial guidance and tailored service offerings.

You will drive growth by referrals, partner with specialists, and promote digital self-service options to enhance client experience. The role emphasizes regulatory compliance, ongoing licensing requirements, and a commitment to diversity and inclusion as part of a high-touch client advisory

Qualifications

• Demonstrated success in acquiring and expanding client relationships.
• Strong communication and interpersonal skills for a client-forward advisory approach.
• Experience in driving growth through referrals and cross-sell opportunities.
• Willingness to complete required regulatory licenses (SIE, FINRA 6/7, state registrations).

Responsibilities

• Manage private client banking relationships with a proactive, education-based approach.
• Collaborate with specialists to connect clients to mortgage, advisory, or business services.
• Promote self-service options and 24/7 access to accounts for client convenience.
• Ensure compliance with Dodd-Frank, Truth in Lending, and related regulations.
• Support branch operations and contribute to revenue growth through client needs analysis.

Skills

Relationship building

Communication skills

Sales experience

Regulatory licensing readiness

Education

High school diploma or equivalent

College degree or military experience

Job description

JPMorgan Chase & Co. in Tampa, FL seeks a Private Client Banker to manage affluent client relationships across the branch, delivering education-based financial guidance and tailored service offerings.

You will drive growth by referrals, partner with specialists, and promote digital self-service options to enhance client experience. The role emphasizes regulatory compliance, ongoing licensing requirements, and a commitment to diversity and inclusion as part of a high-touch client advisory