Wealth Relationship Advisor

JPMorganChase; Columbia (SC); On-site; USD 65,000 - 95,000; Full time

Job summary

JPMorgan Chase in Columbia, SC seeks a Private Client Banker to manage affluent clients' banking relationships with an advice-based approach. You will grow balances, solicit referrals, and collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers.

You will handle branch hours including weekends, ensure regulatory compliance, and deliver tailored education and financial guidance to help clients achieve their financial goals.

Qualifications

• Demonstrated success in acquiring and maintaining client relationships.
• 1+ year experience in branch banking or similar financial services.
• SIE exam, FINRA Series 6/7 and state licenses or must complete within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act.
• High school diploma or equivalent.
• Ability to work extended branch hours including weekends.

Responsibilities

• Share the value of Chase Private Client with clients.
• Manage banking relationships with an advice-based approach.
• Partner with Specialists to connect customers to experts.
• Set up self-service options for 24/7 access.
• Adhere to policies, procedures, and regulatory requirements.

Skills

Relationship building

New client acquisition

Regulatory compliance

Communication skills

Education

High school diploma or GED

College degree

Tools

NMLS registration

Job description

JPMorgan Chase in Columbia, SC seeks a Private Client Banker to manage affluent clients' banking relationships with an advice-based approach. You will grow balances, solicit referrals, and collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers.

You will handle branch hours including weekends, ensure regulatory compliance, and deliver tailored education and financial guidance to help clients achieve their financial goals.