Wealth-Focused Private Client Banking Advisor

Testing Site - JPMC; West Hartford (CT); On-site; USD 75,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Banker to manage a select group of affluent clients, developing their complete banking relationships across the firm and driving growth through referrals and cross-selling.

The role requires compliance with regulatory banking requirements, strong communication, and a commitment to delivering education and advice tailored to clients' financial needs. Weekend/evening hours may be required.

Qualifications

• Strong communication and interpersonal skills to build relationships with clients.
• Proven ability to acquire and deepen client relationships and grow revenue.
• Ability to work in a fast-paced banking environment with regulatory compliance.
• Experience in financial services and client advisory is preferred.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible.
• Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs.
• Partners with Specialists to connect customers to experts for specialized financial needs.
• Makes lives of clients more convenient by enabling self-service options to access accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Excellent communication skills

Relationship management

Sales and referrals

Financial services knowledge

Team collaboration

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase & Co. in the United States seeks a Private Client Banker to manage a select group of affluent clients, developing their complete banking relationships across the firm and driving growth through referrals and cross-selling.

The role requires compliance with regulatory banking requirements, strong communication, and a commitment to delivering education and advice tailored to clients' financial needs. Weekend/evening hours may be required.