Private Client Banking Advisor

JPMorgan Chase & Co.; Walpole (MA); 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 affluent clients' banking relationships and drive growth through an advice-led approach. You will coordinate with specialists to connect clients to experts for complex needs and promote convenient self-service options.

The role requires a strong focus on compliance, excellent communication, and the ability to work in a branch environment, including some weekends and evenings.

Qualifications

• Experience in acquiring and maintaining client relationships in financial services.
• Solid understanding of branch banking products and services.
• Compliance with regulatory requirements and licensing needs.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible.
• Manages banking relationships with an advice-based approach to meet client needs.
• Partners with Specialists to connect clients to experts for complex needs.
• Promotes self-service options to clients for 24/7 access.
• Adheres to banking policies, procedures and regulatory requirements.

Skills

Relationship-based sales

New client acquisition

Regulatory compliance

Excellent communication

Team oriented

Education

High school diploma

College degree (preferred)

Job description

JPMorgan Chase & Co. in the United States seeks a Private Client Banker to manage affluent clients' banking relationships and drive growth through an advice-led approach. You will coordinate with specialists to connect clients to experts for complex needs and promote convenient self-service options.

The role requires a strong focus on compliance, excellent communication, and the ability to work in a branch environment, including some weekends and evenings.