Private Client Banking Advisor for Affluent Clients

JPMorgan Chase & Co.; Florida; On-site; USD 65,000 - 85,000; Full time

Job summary

JPMorgan Chase & Co. in the United States is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients, managing their full banking relationship with an advice-based approach.

You will collaborate with specialists to connect clients to experts, promote self-service options, and ensure compliance with banking regulations while working non-traditional hours including weekends.

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 success in new client acquisition and revenue generation.
• SIE exam and FINRA licenses required or must be completed within 180 days, plus compliance with Dodd-Frank/Truth in Lending Act.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible.
• Manages clients' banking relationship with an advice-based approach to deliver best products and services.
• Partners with Specialists to connect clients to experts for specialized financial needs.
• Facilitates access to self-service options for 24/7 account access.
• Adheres to banking policies, procedures, and regulatory requirements.

Skills

Relationship management

Sales experience

Communication skills

Regulatory compliance

Team orientation

Education

High school diploma/GED

College degree or military equivalent

Job description

JPMorgan Chase & Co. in the United States is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients, managing their full banking relationship with an advice-based approach.

You will collaborate with specialists to connect clients to experts, promote self-service options, and ensure compliance with banking regulations while working non-traditional hours including weekends.