Wealth Client Advisor – Private Banking

JPMorganChase; New Canaan (CT); On-site; USD 65,000 - 95,000; Full time

Job summary

JPMorganChase in the United States seeks a Private Client Banker at a branch, serving affluent clients with a proactive, advisory approach. You will manage relationships across Chase products, solicit referrals, and partner with specialists to connect customers to experts.

The role requires a high school degree, 1+ year banking experience, and compliance with regulatory requirements; strong communication, weekend/evening availability, and a long-term client commitment are expected.

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.
• SIE exam, FINRA Series 6/7, state registration (63/66 if required) and Life licenses required or must be completed within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act.
• High school degree or 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.
• Partners with Specialists to connect customers to experts who can help with specialized financial needs.
• Makes lives of clients more convenient by setting up self-service options accessible 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

New client acquisition

Excellent communication

Regulatory compliance

Availability for weekends/evenings

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorganChase in the United States seeks a Private Client Banker at a branch, serving affluent clients with a proactive, advisory approach. You will manage relationships across Chase products, solicit referrals, and partner with specialists to connect customers to experts.

The role requires a high school degree, 1+ year banking experience, and compliance with regulatory requirements; strong communication, weekend/evening availability, and a long-term client commitment are expected.