Wealth Relations Advisor - Private Client Banker

JP Morgan Chase; Waukesha (WI); On-site; USD 65,000 - 110,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to lead relationships with affluent clients, delivering education and advice to meet financial goals. You will manage the full banking relationship, partnering with specialists to connect clients to experts and expand their balances.

This role emphasizes a proactive, service-oriented approach within a branch setting. You will work to acquire new clients through referrals, maintain compliance with Dodd-Frank/Truth in Lending, and

Qualifications

• Demonstrated success using a relationship‑oriented approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent experience with revenue generation.
• SIE exam and FINRA Series 6/7, state licenses (63/66 if required) or must be completed within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act obligations.
• High school degree 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-fit products.
• Partners with Specialists to connect clients to experts for specialized needs.
• Facilitates self-service access for clients, 24/7 availability.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship management

New client acquisition

Excellent communication

Team orientation

Regulatory compliance

Education

High school diploma

College degree preferred

Job description

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to lead relationships with affluent clients, delivering education and advice to meet financial goals. You will manage the full banking relationship, partnering with specialists to connect clients to experts and expand their balances.

This role emphasizes a proactive, service-oriented approach within a branch setting. You will work to acquire new clients through referrals, maintain compliance with Dodd-Frank/Truth in Lending, and