Wealth-Driven Private Banking Advisor

Next Frontier Capital; Hoffman Estates (IL); On-site; USD 55,000 - 75,000; Full time

Job summary

JPMorgan Chase in the United States seeks a Private Client Banker to manage relationships with affluent clients in Branch Banking. You will provide education and advice tailored to individual financial needs, drive growth, and solicit referrals while ensuring regulatory compliance.

You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with specialists and to offer convenient access to services 24/7.

Qualifications

• Experience in wealth management and client advisory.
• Strong knowledge of compliance requirements (Dodd-Frank/Truth in Lending).
• Ability to work extended hours including weekends.
• High school diploma or equivalent; college degree preferred.

Responsibilities

• Manage relationships with affluent clients and expand balances.
• Advise clients on banking products and services.
• Collaborate with specialists to connect clients to experts.
• Promote self-service channels and 24/7 access.
• Ensure compliance with policies and regulatory requirements.

Skills

Relationship building

New client acquisition

Communication skills

Time management

Sales & advisory approach

Education

High school diploma

College degree

Job description

JPMorgan Chase in the United States seeks a Private Client Banker to manage relationships with affluent clients in Branch Banking. You will provide education and advice tailored to individual financial needs, drive growth, and solicit referrals while ensuring regulatory compliance.

You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with specialists and to offer convenient access to services 24/7.