Private Client Banking Advisor

JPMorgan Chase & Co.; United States; On-site; USD 65,000 - 100,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Banker to manage a select group of affluent clients, guiding them through their complete banking relationship with a proactive, advice-based approach.

You will collaborate with Specialists to connect clients to experts for specialized needs, and you will help clients access accounts via self-service options around the clock while complying with all regulatory requirements.

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.
• SIE exam, FINRA Series 6/7, state registration (63/66 if required) and Life licenses required or to be completed within 180 days.
• Compliance with Dodd Frank/Truth in Lending Act.
• High school degree, GED, or foreign equivalent.
• Adherence to policies, procedures, and regulatory banking requirements.

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 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship-building

Communication skills

Client acquisition

Education

High school degree

College degree or military equivalent

Job description

JPMorgan Chase & Co. in the United States seeks a Private Client Banker to manage a select group of affluent clients, guiding them through their complete banking relationship with a proactive, advice-based approach.

You will collaborate with Specialists to connect clients to experts for specialized needs, and you will help clients access accounts via self-service options around the clock while complying with all regulatory requirements.