Wealth Advisor - Private Client Banker (Branch)

Aumni; Chicago (IL); On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

Health insurance

On-site health centers

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

JPMorgan Chase & Co. in Chicago seeks a Private Client Banker to manage a select group of affluent clients and a broad client base within the Branch. You will cultivate relationships, guide clients to the best products, and collaborate with specialists to meet complex financial needs.

The role emphasizes an advice-based relationship model, access to self-service options, and strong regulatory compliance. Weekend/evening hours are required in a branch setting.

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
• High school degree, GED, or foreign equivalent
• Adherence to policies, procedures, and regulatory banking requirements
• Ability to work branch hours, including weekends and some evenings

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 24/7
• Adheres to policies, procedures, and regulatory banking requirements

Skills

Relationship-building

New client acquisition

Financial licensing

Regulatory compliance

Availability

Education

High school diploma

College degree

Military experience

Job description

JPMorgan Chase & Co. in Chicago seeks a Private Client Banker to manage a select group of affluent clients and a broad client base within the Branch. You will cultivate relationships, guide clients to the best products, and collaborate with specialists to meet complex financial needs.

The role emphasizes an advice-based relationship model, access to self-service options, and strong regulatory compliance. Weekend/evening hours are required in a branch setting.