Private Client Wealth Advisor

JPMorgan Chase; Chapel Hill (NC); On-site; USD 60,000 - 100,000; Full time

Job summary

JPMorgan Chase in the United States is seeking a Private Client Banker in Branch Banking to manage complete banking relationships for affluent clients and other customers. You will expand client balances, solicit referrals, and collaborate with Specialists to meet complex financial needs.

We value excellent communication, compliance with regulatory requirements, and a commitment to delivering tailored education and advice to help clients reach their financial goals.

Qualifications

• 1+ year Branch Banking experience with client relationships.
• Knowledge of Dodd-Frank/Truth in Lending Act requirements.
• High school degree or GED.

Responsibilities

• Manage banking relationships for affluent and other customers.
• Solicit referrals and develop internal/external sources.
• Connect clients with Specialists for mortgage, business banking and other needs.
• Make lives of clients more convenient by promoting self-service options 24/7 access to accounts.
• Adhere to banking policies, procedures and regulatory requirements.

Skills

Relationship-building

Client acquisition

Communication skills

Education

High school degree

College degree or military equivalent

Job description

JPMorgan Chase in the United States is seeking a Private Client Banker in Branch Banking to manage complete banking relationships for affluent clients and other customers. You will expand client balances, solicit referrals, and collaborate with Specialists to meet complex financial needs.

We value excellent communication, compliance with regulatory requirements, and a commitment to delivering tailored education and advice to help clients reach their financial goals.