Wealth & Private Client Banking Advisor

JP Morgan Chase; Ypsilanti Charter Township (MI); Sur place; USD 55 000 - 90 000; Plein temps

Résumé du poste

JPMorgan Chase in Michigan is seeking a Private Client Banker to serve affluent clients and manage complete banking relationships within the branch. You will help clients access the right products and services, cultivate referrals, and collaborate with Specialists to address complex financial needs.

The role requires a strong commitment to compliance, excellent communication, and the ability to work weekends and evenings as needed, with ongoing professional development in private client services.

Qualifications

• 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
• Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
• Compliance with Dodd Frank/Truth in Lending Act*
• High school degree, GED, or foreign equivalent
• Adherence to policies, procedures, and regulatory banking requirements
• Ability to work branch hours, including weekends and some evenings
• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
• College degree or military equivalent
• Experience cultivating relationships with affluent clients
• Strong team orientation with a commitment of long-term career with the firm

Responsabilités

• 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 (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
• Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
• Adheres to policies, procedures, and regulatory banking requirements

Connaissances

Excellent communication skills

Relationship-building

Affluent client experience

Formation

High school degree or GED

College degree or military equivalent

Description du poste

JPMorgan Chase in Michigan is seeking a Private Client Banker to serve affluent clients and manage complete banking relationships within the branch. You will help clients access the right products and services, cultivate referrals, and collaborate with Specialists to address complex financial needs.

The role requires a strong commitment to compliance, excellent communication, and the ability to work weekends and evenings as needed, with ongoing professional development in private client services.