Private Client Wealth Advisor

Testing Site - JPMC; Kenosha (WI); On-site; USD 65,000 - 95,000; Full time

Job summary

JPMorgan Chase in Kenosha, WI seeks a Private Client Banker in Branch Banking. You will be the main contact for a select group of affluent clients and manage their banking relationships with an advice-based approach, helping clients grow and protect their wealth.

You will collaborate with Specialists to connect clients with experts, promote self-service access, and ensure compliance with banking regulations.

Qualifications

• Demonstrated success in acquiring and deepening client relationships.
• 1+ year Branch Banking Banker or equivalent in financial services.
• Compliance with banking regulations and licensing requirements.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationships with an advice-based approach to optimize products and services.
• Partners with Specialists to connect clients to experts for financial needs.
• Promotes self-service options to access accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

Sales

Client acquisition

Communication

Financial knowledge

Compliance awareness

Education

High school diploma

College degree preferred

Tools

NMLS

Job description

JPMorgan Chase in Kenosha, WI seeks a Private Client Banker in Branch Banking. You will be the main contact for a select group of affluent clients and manage their banking relationships with an advice-based approach, helping clients grow and protect their wealth.

You will collaborate with Specialists to connect clients with experts, promote self-service access, and ensure compliance with banking regulations.