Wealth-Driven Private Client Banking Advisor

JPMorgan Chase & Co.

Newburyport (MA)

On-site

USD 65,000 - 90,000

Full time

12 days ago

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Job summary

JPMorgan Chase & Co. seeks a Private Client Banker in Branch Banking to serve a selective set of affluent clients and other customers.

You will manage complete banking relationships with an advice-based approach, promoting the best products and services for each client. You will collaborate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect customers to experts for specialized financial needs, while ensuring 24/7 access to self-service options and strict

Qualifications

1+ year in Branch Banking Banker or equivalent with successful new client acquisition.
SIE exam, FINRA Series 6/7, state registration (63/66 if required) and Life licenses required or to be completed within 180 days.
Compliance with Dodd Frank/Truth in Lending Act and regulatory banking requirements.
High school degree or GED or foreign equivalent.
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 to deliver best products and services.
Partners with Specialists to connect customers to experts for specialized needs.
Facilitates self-service access and supports customers 24/7.
Adheres to policies, procedures, and regulatory banking requirements.