Wealth Relationship Advisor for Private Clients

Testing Site - JPMC; Belton (MO); On-site; USD 55,000 - 85,000; Full time

Job summary

JPMorgan Chase in Missouri seeks a Private Client Banker in Branch Banking to manage a select group of affluent clients, build lasting relationships, and provide education and guidance to help clients maximize their money and reach financial goals.

You will work with Specialists to offer tailored solutions, solicit referrals, and ensure access to self-service options while complying with banking regulations.

Qualifications

• Demonstrated success in acquiring and deepening client relationships.
• Ability to work a branch schedule, including weekends/evenings.
• Strong communication and interpersonal skills.

Responsibilities

• Actively manages banking relationships with affluent clients using an advice-based approach.
• Partners with Specialists to connect clients to experts for specialized needs.
• Promotes self-service options to enhance client access to accounts 24/7.
• Adheres to banking policies, procedures, and regulatory requirements.

Skills

Relationship building

Account acquisition

Excellent communication

Customer service

Education

High school diploma or GED

College degree preferred

Job description

JPMorgan Chase in Missouri seeks a Private Client Banker in Branch Banking to manage a select group of affluent clients, build lasting relationships, and provide education and guidance to help clients maximize their money and reach financial goals.

You will work with Specialists to offer tailored solutions, solicit referrals, and ensure access to self-service options while complying with banking regulations.