Wealth Client Advisor — Private Banking & Growth

JPMorganChase; Huntsville (AL); On-site; USD 75,000 - 105,000; Full time

Benefits offered by this job

Health insurance

Job summary

JPMorgan Chase in Huntsville, AL is seeking a Private Client Banker in Branch Banking who will be the main contact for a select group of affluent clients, managing their banking relationship with an advisory approach and connecting them with specialists.

The role emphasizes client acquisition, regulatory compliance, and willingness to work hours including weekends; Chase highlights diversity and inclusion and offers a comprehensive rewards package.

Qualifications

• Value-added, relationship-oriented approach to acquire and deepen client relationships.
• 1+ year experience in branch banking or equivalent with new client acquisition and revenue generation.
• Must obtain SIE, FINRA Series 6/7, and Life licenses or complete within 180 days of starting.
• Compliance with Dodd-Frank/Truth in Lending Act.
• High school diploma or GED.
• Ability to work branch hours including weekends and some evenings.

Responsibilities

• Share the value of Chase Private Client with clients that may be eligible.
• Actively manage banking relationships with an advice-based approach.
• Partner with Specialists to connect clients to experts for specialized needs.
• Makes lives of clients convenient by promoting self-service options 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

Client acquisition

Regulatory compliance

Communication

Team collaboration

Education

High school diploma or GED

Job description

JPMorgan Chase in Huntsville, AL is seeking a Private Client Banker in Branch Banking who will be the main contact for a select group of affluent clients, managing their banking relationship with an advisory approach and connecting them with specialists.

The role emphasizes client acquisition, regulatory compliance, and willingness to work hours including weekends; Chase highlights diversity and inclusion and offers a comprehensive rewards package.