Private Client Wealth Advisor

Aumni; United States; On-site; USD 65,000 - 100,000; Full time

Job summary

JPMorgan Chase in the United States is seeking a Private Client Banker to serve a select group of affluent clients, managing their complete banking relationship with an advice-based approach and a focus on delivering the Chase Private Client experience.

You will collaborate with Specialists to connect clients to mortgage, investment, and other experts, promote self-service options, and ensure compliance with regulatory requirements while building long-term client relationships.

Qualifications

• 1+ year branch banking experience with new client acquisition.
• SIE exam, FINRA Series 6/7, state registrations and Life licenses required or must be completed within 180 days.
• Compliance with Dodd-Frank/ Truth in Lending Act.
• NMLS registration required upon employment.

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 (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) 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 building

Client acquisition

Communication skills

Regulatory compliance

Education

High school degree

College degree

Job description

JPMorgan Chase in the United States is seeking a Private Client Banker to serve a select group of affluent clients, managing their complete banking relationship with an advice-based approach and a focus on delivering the Chase Private Client experience.

You will collaborate with Specialists to connect clients to mortgage, investment, and other experts, promote self-service options, and ensure compliance with regulatory requirements while building long-term client relationships.