Private Client Banking Advisor | Grow Wealth

Aumni; Connecticut; On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Banker to manage a select group of affluent clients and relationships within a Chase branch. You will proactively grow client balances and acquire new clients through referrals and internal/external sources.

The role emphasizes an advice-based approach, collaboration with specialists, and enabling 24/7 self-service access while complying with banking regulations.

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 verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation.
• Starting Oct. 1, 2018, if not registered, SIE exam, FINRA Series 6/7, state registration (63 or 66 if required) and Life licenses are required or must be completed within 180 days.
• Compliance with Dodd Frank/Truth in Lending Act.
• High school degree, GED, or foreign equivalent.
• Adherence to policies, procedures, and regulatory banking requirements.
• Ability to work branch hours, including weekends and some evenings.

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 (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) 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 knowledge

Client advisory

Time management

Education

High school diploma

Job description

JPMorgan Chase & Co. in the United States seeks a Private Client Banker to manage a select group of affluent clients and relationships within a Chase branch. You will proactively grow client balances and acquire new clients through referrals and internal/external sources.

The role emphasizes an advice-based approach, collaboration with specialists, and enabling 24/7 self-service access while complying with banking regulations.