Wealth-Building Private Client Banker

JPMorgan Chase & Co.; Chicago (IL); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in Chicago seeks an experienced Private Client Banker to manage affluent clients and broader branch relationships. You will deliver advice-based solutions and coordinate with specialists to meet financial needs, while expanding client balances through referrals and trusted guidance.

The role emphasizes compliance with regulatory standards, flexible hours including some evenings, and building long-term relationships within the Chase Private Client program.

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 regulatory banking 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 building

New client acquisition

Regulatory compliance

Education

High school diploma

Job description

JPMorgan Chase & Co. in Chicago seeks an experienced Private Client Banker to manage affluent clients and broader branch relationships. You will deliver advice-based solutions and coordinate with specialists to meet financial needs, while expanding client balances through referrals and trusted guidance.

The role emphasizes compliance with regulatory standards, flexible hours including some evenings, and building long-term relationships within the Chase Private Client program.