Wealth Client Banker & Relationship Advisor

Aumni; Summerville (SC); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health care coverage

On-site health and wellness centers

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent Chase clients and others in the Branch. You will manage the complete banking relationship with an advice-based approach, helping clients access the right products and services and grow their balances.

You will collaborate with Specialists to meet specialized financial needs, solicit referrals, and build internal and external sources to acquire new clients.

Qualifications

• Must demonstrate a value-added, relationship-oriented approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent experience in financial services with success in new client acquisition and revenue generation.
• SIE exam and FINRA 6/7, state registration (63/66 if required) and Life licenses or plan to complete within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.
• High school diploma or GED or foreign equivalent.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages client banking relationships with an advice-based approach to tailor products/services.
• Partners with Specialists to connect clients to experts for complex needs.
• Facilitates access to self-service options for 24/7 account access.
• Adheres to internal policies, procedures and regulatory banking requirements.

Skills

Relationship management

New client acquisition

SIE exam & FINRA 6/7

Compliance knowledge

Branch banking experience

Education

High school degree or equivalent

College degree or military equivalent

Job description

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent Chase clients and others in the Branch. You will manage the complete banking relationship with an advice-based approach, helping clients access the right products and services and grow their balances.

You will collaborate with Specialists to meet specialized financial needs, solicit referrals, and build internal and external sources to acquire new clients.