Wealth Relationship Advisor

Fairygodboss; Lakewood (CO); On-site; USD 70,000 - 110,000; Full time

Job summary

Chase Private Client Banker role at JPMorgan Chase & Co. focuses on managing affluent clients' relationships and delivering education and advice to fit their financial needs. You act as the main contact in-branch, driving growth through referrals and cross-cell opportunities.

You will partner with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with specialists and to promote self-service options, all while complying with banking regulations.

Qualifications

• Demonstrated success using a relationship-focused approach to acquire and deepen client relationships.
• 1+ year in branch banking or equivalent with proven revenue generation and client growth.
• Compliance with Dodd-Frank and Truth in Lending Act requirements.
• Ability to work branch hours, including weekends and some evenings.

Responsibilities

• Share Chase Private Client value with eligible clients and manage their relationships.
• Advise clients to ensure they receive products and services that fit their needs.
• Collaborate with Specialists to connect clients to experts for specialized needs.
• Increase client convenience by promoting self-service options for 24/7 access.
• Adhere to internal policies, procedures and regulatory requirements.

Skills

Relationship building

New client acquisition

Regulatory compliance

SIE/FINRA licensing

Education

High school diploma or GED

Job description

Chase Private Client Banker role at JPMorgan Chase & Co. focuses on managing affluent clients' relationships and delivering education and advice to fit their financial needs. You act as the main contact in-branch, driving growth through referrals and cross-cell opportunities.

You will partner with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with specialists and to promote self-service options, all while complying with banking regulations.