Wealth Advisor for Private Clients

Testing Site - JPMC; Webster Groves (MO); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase in Webster Groves, MO is seeking a Private Client Banker who will be the main contact for a select group of affluent clients, managing their banking relationship with an advice-based approach.

You will collaborate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with experts, while encouraging use of self-service options and adhering to regulatory requirements.

Qualifications

• Proven ability to acquire and deepen client relationships with a value-added approach.
• Ability to work in a regulated banking environment with compliance awareness.
• Strong communication and collaboration skills with internal partners.

Responsibilities

• Actively manages client banking relationships with an advice-based approach.
• Acquire new clients through referrals and internal/external networks.
• Collaborate with Specialists to connect clients to experts for specialized needs.
• Promote self-service options to access accounts 24/7 and maintain regulatory compliance.
• Adhere to policies and required regulatory banking requirements.

Skills

Relationship building

New client acquisition

Excellent communication

Regulatory compliance

Team collaboration

Cash handling and advisory

Education

High school diploma

College degree (preferred)

Job description

JPMorgan Chase in Webster Groves, MO is seeking a Private Client Banker who will be the main contact for a select group of affluent clients, managing their banking relationship with an advice-based approach.

You will collaborate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with experts, while encouraging use of self-service options and adhering to regulatory requirements.