Private Client Banking Advisor

JPMorgan Chase & Co.; United States; On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to manage a select group of affluent clients and their complete banking relationships. You will proactively solicit referrals and collaborate with specialists to provide tailored financial solutions.

The role emphasizes an advice-based approach, adherence to regulatory requirements, and accessibility of self-service options to clients around the clock. Weekend and some evenings are required.

Qualifications

• Demonstrated success in acquiring and deepening client relationships
• 1+ year Branch Banking Banker or equivalent
• SIE exam and FINRA 6/7 and state licenses or must complete within 180 days
• Compliance with Dodd-Frank and Truth in Lending Act
• High school diploma or GED
• Ability to work branch hours including weekends

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 management

New client acquisition

Financial services experience

Compliance knowledge

Education

High school diploma or GED

Tools

NMLS system

Regulatory compliance tools

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to manage a select group of affluent clients and their complete banking relationships. You will proactively solicit referrals and collaborate with specialists to provide tailored financial solutions.

The role emphasizes an advice-based approach, adherence to regulatory requirements, and accessibility of self-service options to clients around the clock. Weekend and some evenings are required.