Wealth & Private Client Banking Advisor

JPMorganChase; Seattle (WA); On-site; USD 70,000 - 120,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and manage their complete banking relationships. You will proactively generate growth by recommending tailored products and services, and you will collaborate with Private Client Advisors, Mortgage Bankers and other specialists to connect clients with the right experts.

You will help clients access self-service options and ensure compliance with banking regulations.

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• Ability to generate growth through referrals and proactive solutions.
• Comfort working with affluent clients and collaborating with specialists to fulfill complex needs.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationships with an advice-based approach to deliver best-fit products and services.
• Partners with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with experts.

Skills

Relationship management

Prospecting

Communication skills

Team collaboration

Regulatory compliance

Education

High school diploma

College degree preferred

Job description

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and manage their complete banking relationships. You will proactively generate growth by recommending tailored products and services, and you will collaborate with Private Client Advisors, Mortgage Bankers and other specialists to connect clients with the right experts.

You will help clients access self-service options and ensure compliance with banking regulations.