Wealth Relationship Advisor

JPMorgan Chase & Co.; Tucson (AZ); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in Tucson seeks a Private Client Banker to manage a select group of affluent clients, nurturing relationships and providing tailored banking advice and products. You will drive growth by referrals and coordinating with specialists.

The role requires a strong customer focus, compliance with regulatory standards, and flexibility to work branch hours including weekends and some evenings.

Qualifications

• 1+ year Branch Banking Banker or equivalent experience with proven success in acquiring and growing clients.
• SIE exam, FINRA Series 6/7, and Life licenses required or completed within 180 days of starting.
• Compliance with Dodd-Frank/Truth in Lending Act.
• High school diploma or GED.
• Ability to work branch hours, including weekends and some evenings.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible.
• Manages banking relationships through an advice-based approach to provide best products and services.
• Partners with Specialists to connect customers to experts who can help with specialized financial needs.
• Makes lives of clients more convenient by setting up self-service options to access accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

Communication

Sales / business development

Education

High school diploma or equivalent

College degree or military equivalent

Job description

JPMorgan Chase & Co. in Tucson seeks a Private Client Banker to manage a select group of affluent clients, nurturing relationships and providing tailored banking advice and products. You will drive growth by referrals and coordinating with specialists.

The role requires a strong customer focus, compliance with regulatory standards, and flexibility to work branch hours including weekends and some evenings.