Wealth Advisor - Private Client Banking

Testing Site - JPMC; Spartanburg (SC); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase in Spartanburg, SC is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers, managing their banking relationships with a proactive, advice-based approach. You will cultivate new relationships and help clients make informed financial choices.

You will work with Specialists to connect clients to experts, promote self-service access, and ensure strict compliance with banking regulations while building lasting relationships

Qualifications

• 1+ year in branch banking with proven client acquisition and revenue generation.
• SIE/FINRA 6/7 and state registration required or must be completed within 180 days.
• Compliance with Dodd-Frank and Truth in Lending Act.
• High school diploma or GED, or foreign equivalent.

Responsibilities

• Manage banking relationships with Private Client clients and provide advice-based services.
• Collaborate with Specialists to connect clients to experts for specialized needs.
• Promote self-service options to access accounts 24/7.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Relationship management

Sales & referrals

Communication skills

Regulatory compliance

Education

High school diploma or equivalent

College degree preferred

Job description

JPMorgan Chase in Spartanburg, SC is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers, managing their banking relationships with a proactive, advice-based approach. You will cultivate new relationships and help clients make informed financial choices.

You will work with Specialists to connect clients to experts, promote self-service access, and ensure strict compliance with banking regulations while building lasting relationships