Private Client Relationship Advisor

JPMorgan Chase & Co.; Elk River (MN); On-site; USD 65,000 - 95,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Banker in Branch Banking to be the main contact for a select group of affluent clients.

You will manage their complete banking relationship with an advice-based approach and partner with specialists to meet complex financial needs. The role emphasizes growing balances, soliciting referrals, and providing education and guidance to help clients make the most of their money.

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.
• SIE, FINRA Series 6/7 and state licenses or must complete within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act.
• National Mortgage Licensing System (NMLS) registration may be required.

Responsibilities

• Manage banking relationships for a select group of affluent clients with an advice-based approach.
• Connect clients to specialists for specialized financial needs.
• Promote self-service options to access accounts 24/7; adhere to regulatory requirements.

Skills

Relationship growth

New client acquisition

SIE exam

FINRA Series 6/7

State licensing (63/66)

Dodd-Frank compliance

Excellent communication

Education

High school degree or GED

College degree (preferred)

Job description

JPMorgan Chase & Co. in the United States seeks a Private Client Banker in Branch Banking to be the main contact for a select group of affluent clients.

You will manage their complete banking relationship with an advice-based approach and partner with specialists to meet complex financial needs. The role emphasizes growing balances, soliciting referrals, and providing education and guidance to help clients make the most of their money.