Private Client Banking Advisor: Grow Affluent Relationships

Testing Site - JPMC; Hanover (MA); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to manage a selective group of affluent clients and grow their balances through proactive service and referrals. You will act as the main contact for clients, delivering education and advice tailored to their financial needs.

The role emphasizes an advice-based relationship approach, cross-collaboration with Specialists, and promoting self-service access for clients around the clock while complying with banking regulations.

Qualifications

• Experience in acquiring and maintaining client relationships.
• SIE and FINRA licenses required or must be completed within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act.
• High school diploma or equivalent.

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 hours a day/ 7 days a week.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

New client acquisition

Regulatory compliance

SIE exam requirement

FINRA Series 6/7

Communication skills

Education

High school diploma or GED

Job description

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to manage a selective group of affluent clients and grow their balances through proactive service and referrals. You will act as the main contact for clients, delivering education and advice tailored to their financial needs.

The role emphasizes an advice-based relationship approach, cross-collaboration with Specialists, and promoting self-service access for clients around the clock while complying with banking regulations.