Wealth Advisory Private Client Banker

JPMorgan Chase & Co.; Virginia (MN); On-site; USD 45,000 - 75,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to manage a select group of affluent clients and maintain a comprehensive banking relationship across the company.

You will work closely with Specialists to connect clients to Mortgage Bankers, Private Client Advisors, and Business Relationship Managers, and you will promote self-service options to enhance convenience for clients 24 hours a day, 7 days a week.

Qualifications

• Demonstrated ability to build and deepen client relationships using a value-added, advice-based approach.
• Experience in acquiring new clients and generating revenue in financial services.
• Compliance with regulatory requirements including Dodd-Frank and Truth in Lending.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages client relationships proactively and recommends best-fit products and services.
• Partners with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with experts.
• Facilitates convenient access by promoting self-service options available 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship-building

Communication skills

Client acquisition

Team orientation

Education

High school degree or GED

College degree or military equivalent

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to manage a select group of affluent clients and maintain a comprehensive banking relationship across the company.

You will work closely with Specialists to connect clients to Mortgage Bankers, Private Client Advisors, and Business Relationship Managers, and you will promote self-service options to enhance convenience for clients 24 hours a day, 7 days a week.