Wealth Client Advisor - Private Banking

JPMorganChase; Southlake (TX); On-site; USD 65,000 - 100,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve affluent clients and manage full banking relationships. You will proactively solicit referrals and collaborate with specialists to meet clients' financial needs, while expanding balances and delivering a high-touch experience.

You will work in an operating model that emphasizes compliance with banking regulations, customer education, and convenient access to services for clients and colleagues alike.

Qualifications

• Value-added, relationship-oriented client acquisition and growth.
• Experience in banking/financial services with new client acquisition.
• Compliance with licensing and regulatory requirements.

Responsibilities

• Actively manages banking relationships with clients through an advice-based approach.
• Connect clients to specialists for specialized financial needs.
• Promote self-service options for 24/7 access to accounts.

Skills

Relationship-based sales

Client relationship management

Communication skills

Advisory approach

Education

High school diploma or GED

State registrations / licenses (SIE, FINRA 6/7)

Job description

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve affluent clients and manage full banking relationships. You will proactively solicit referrals and collaborate with specialists to meet clients' financial needs, while expanding balances and delivering a high-touch experience.

You will work in an operating model that emphasizes compliance with banking regulations, customer education, and convenient access to services for clients and colleagues alike.