Private Client Relationship Advisor

JPMorganChase; Lexington (KY); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorganChase in Lexington, KY, is seeking a Private Client Banker to build lasting relationships with clients by offering tailored financial guidance and education, while meeting regulatory requirements.

The role emphasizes relationship-based acquisition, ongoing client servicing, and collaboration with specialists to deliver the right products and services. Weekend/evening availability is expected.

Qualifications

• High school diploma or GED (or foreign equivalent) required.
• Regulatory licenses: SIE exam, FINRA Series 6/7, state registrations and Life licenses or must complete within 180 days of starting.
• 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 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 selling

Client relations

Communication skills

Team collaboration

Education

High school diploma or GED

College degree or military equivalent

Tools

NMLS system

Job description

JPMorganChase in Lexington, KY, is seeking a Private Client Banker to build lasting relationships with clients by offering tailored financial guidance and education, while meeting regulatory requirements.

The role emphasizes relationship-based acquisition, ongoing client servicing, and collaboration with specialists to deliver the right products and services. Weekend/evening availability is expected.