Private Client Banking Advisor

JPMorgan Chase & Co.; Winnetka (IL); On-site; USD 65,000 - 95,000; Full time

Job summary

JPMorgan Chase & Co. in Winnetka, IL is seeking a Private Client Banker to serve affluent clients and manage comprehensive banking relationships. You will proactively grow balances by delivering tailored education and advice while maintaining adherence to policies.

The role emphasizes an advice-based approach, collaboration with specialists, and helping clients access self‑service options around the clock.

Qualifications

• Proven ability to acquire and deepen client relationships.
• Experience in financial services with revenue generation and new client acquisition.
• Knowledge of banking regulations and compliance requirements.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationships with an advisor-based approach to provide best products and services.
• Partners with Specialists to connect clients to experts for specialized needs.
• Facilitates self-service options for clients to access accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship management

New client acquisition

Financial services knowledge

Communication skills

Regulatory compliance

Education

Bachelor's degree

High school diploma or equivalent

Job description

JPMorgan Chase & Co. in Winnetka, IL is seeking a Private Client Banker to serve affluent clients and manage comprehensive banking relationships. You will proactively grow balances by delivering tailored education and advice while maintaining adherence to policies.

The role emphasizes an advice-based approach, collaboration with specialists, and helping clients access self‑service options around the clock.