Wealth Client Relationship Manager

Testing Site - JPMC; Rochester (MN); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase in Minnesota's Rochester branch is seeking a Private Client Banker to manage a selective group of affluent clients with an advice-based approach. You will build relationships, promote Chase Private Client services, and help clients optimize their financial needs.

You'll collaborate with Specialists to connect clients to experts, support self-service access, and ensure compliance with banking regulations.

Qualifications

• 1+ year experience in branch banking or financial services.
• SIE exam, Series 6/7 and state licenses required or completed within 180 days.
• Compliance with Dodd-Frank and Truth in Lending Act.
• High school diploma or GED.
• Ability to work branch hours, including weekends and some evenings.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationships with an advice-based approach.
• Partners with Specialists to connect clients to experts.
• Promotes self-service access for 24/7 account access.
• Adheres to banking policies and regulatory requirements.

Skills

Relationship management

New client acquisition

Regulatory compliance

Communication skills

Team oriented

Education

High school diploma

College degree

Job description

JPMorgan Chase in Minnesota's Rochester branch is seeking a Private Client Banker to manage a selective group of affluent clients with an advice-based approach. You will build relationships, promote Chase Private Client services, and help clients optimize their financial needs.

You'll collaborate with Specialists to connect clients to experts, support self-service access, and ensure compliance with banking regulations.