Private Client Relationship Advisor

Aumni; Florida; On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in Florida seeks a Private Client Banker to manage a select group of affluent clients and branches, delivering an advice-based relationship model across the bank’s suite of services.

The role emphasizes proactive relationship management, cross-team collaboration, and adherence to regulatory requirements, including licensing, disclosures, and safe banking practices. Weekend and evening hours may apply.

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.
• Compliance with Dodd Frank/Truth in Lending Act and related regulations.
• High school degree, GED, or foreign equivalent.
• Ability to work branch hours, including weekends and some evenings.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible.
• Acts as main point of contact for a select group of affluent clients and other customers.
• Manages client relationships with an advice-based approach to provide best-fit products and services.
• Partners with specialists to connect customers with experts for specialized needs.
• Promotes self-service options to access accounts 24/7.

Skills

Relationship building

New client acquisition

Regulatory compliance

Sales-driven mindset

Education

High school diploma

Financial services licensing

Job description

JPMorgan Chase & Co. in Florida seeks a Private Client Banker to manage a select group of affluent clients and branches, delivering an advice-based relationship model across the bank’s suite of services.

The role emphasizes proactive relationship management, cross-team collaboration, and adherence to regulatory requirements, including licensing, disclosures, and safe banking practices. Weekend and evening hours may apply.