Private Client Banking Advisor for Affluent Clients

JPMorgan Chase & Co.; Round Rock (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in Round Rock, TX seeks a Private Client Banker to manage affluent clients' banking relationships, offering advisory services and personalized solutions. You will work closely with specialists to provide comprehensive financial care and grow balances through referrals and exceptional service.

You will handle account needs, promote self-service options, and ensure compliance with banking regulations while delivering the Chase Private Client experience.

Qualifications

• Must demonstrate ability to acquire and deepen client relationships
• Experience in financial services and new client acquisition
• Compliance with banking regulations and licensing requirements

Responsibilities

• Share the value of Chase Private Client to eligible clients
• Actively manages client relationships with an advice-based approach
• Collaborate with Specialists to connect clients to experts
• Promote self-service options to access accounts 24/7
• Adhere to policies, procedures, and regulatory requirements

Skills

Relationship-building

New client acquisition

Communication skills

Sales & revenue generation

Education

High school diploma or GED

SIE exam

FINRA Series 6/7 licenses

Tools

CRM software

NMLS system

Job description

JPMorgan Chase & Co. in Round Rock, TX seeks a Private Client Banker to manage affluent clients' banking relationships, offering advisory services and personalized solutions. You will work closely with specialists to provide comprehensive financial care and grow balances through referrals and exceptional service.

You will handle account needs, promote self-service options, and ensure compliance with banking regulations while delivering the Chase Private Client experience.