Private Client Wealth Banker

JPMorgan Chase & Co.; Cavalier Woods (NC); On-site; USD 60,000 - 95,000; Full time

Job summary

JPMorgan Chase & Co. in Branch Banking seeks a Private Client Banker to manage affluent clients and a select customer base.

You will nurture relationships, provide tailored education and advice, and drive growth by offering the best products and services to meet clients' financial needs. You will collaborate with Specialists to connect clients to experts for mortgage, investments, and complex banking solutions, while promoting convenient self-service access and adhering to regulatory

Qualifications

• Proven track record of acquiring and growing high-net-worth client relationships.
• 1+ year experience in branch banking or financial services.
• SIE exam and FINRA Series 6/7 or equivalent within 180 days of starting.

Responsibilities

• Share the value of Chase Private Client with clients that may be eligible.
• Actively manages banking relationships with an advice-based approach to provide best products and services.
• Partner with Specialists to connect clients to experts for specialized financial needs.
• Make lives of clients more convenient by promoting self-service access 24/7.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Relationship management

Sales & referrals

Client onboarding

Regulatory compliance

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase & Co. in Branch Banking seeks a Private Client Banker to manage affluent clients and a select customer base.

You will nurture relationships, provide tailored education and advice, and drive growth by offering the best products and services to meet clients' financial needs. You will collaborate with Specialists to connect clients to experts for mortgage, investments, and complex banking solutions, while promoting convenient self-service access and adhering to regulatory