Private Client Relationship Advisor

JP Morgan Chase; Ypsilanti (MI); On-site; USD 65,000 - 95,000; Full time

Job summary

JP Morgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers. You will manage the full banking relationship with a proactive, education-based approach to help clients grow balances and access tailored financial solutions.

You will collaborate with Specialists to connect clients to experts for specialized needs, promote self-service options, and ensure compliance with all policies and regulatory requirements.

Qualifications

• 1+ year Branch Banking Banker or equivalent experience in financial services with success in acquiring and maintaining clients and revenue.
• Excellent communication and relationship-building with affluent clients.
• Familiarity with regulatory banking requirements and licensing expectations.

Responsibilities

• Share the value of Chase Private Client with eligible clients.
• Manage banking relationships with an advice-based approach to tailor products and services.
• Collaborate with Specialists to connect clients with experts for complex needs.
• Facilitate self-service access for clients (24/7).
• Adhere to banking policies, procedures, and regulatory requirements.

Skills

Relationship management

New client acquisition

Regulatory compliance

Education

High school diploma or GED

College degree or military equivalent

Job description

JP Morgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers. You will manage the full banking relationship with a proactive, education-based approach to help clients grow balances and access tailored financial solutions.

You will collaborate with Specialists to connect clients to experts for specialized needs, promote self-service options, and ensure compliance with all policies and regulatory requirements.