Private Client Wealth Advisor

JPMorganChase; Newburyport (MA); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers. You will manage full banking relationships, proactively generating growth while soliciting referrals and developing both internal and external sources.

You will work with Specialists to connect clients to experts and support them with 24/7 self-service access, while adhering to regulatory requirements and company policies.

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 requirements.
• NMLS registration and SAFE Act compliance is required after start date.

Responsibilities

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

Skills

Relationship management

Client acquisition

Excellent communication

Sales / advisory approach

Affluent client experience

Education

High school diploma

Bachelor’s degree or military equivalent

Job description

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers. You will manage full banking relationships, proactively generating growth while soliciting referrals and developing both internal and external sources.

You will work with Specialists to connect clients to experts and support them with 24/7 self-service access, while adhering to regulatory requirements and company policies.