Private Wealth Client Advisor

JPMorganChase; Louisville (KY); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorganChase in Louisville seeks a Private Client Banker in Branch Banking who serves as the main contact for affluent clients, managing their complete banking relationship with a proactive, education-oriented approach.

You will work with Specialists to connect clients to experts, promote self-service access 24/7, and adhere to all banking policies and regulatory requirements while delivering exceptional service and growing client balances.

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 and related regulatory requirements.

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 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 management

Sales / new client acquisition

Excellent communication

Regulatory compliance

Time management

Education

High School Diploma or GED

Job description

JPMorganChase in Louisville seeks a Private Client Banker in Branch Banking who serves as the main contact for affluent clients, managing their complete banking relationship with a proactive, education-oriented approach.

You will work with Specialists to connect clients to experts, promote self-service access 24/7, and adhere to all banking policies and regulatory requirements while delivering exceptional service and growing client balances.