Wealth & Relationship Advisor for Private Clients

JPMorgan Chase & Co.; Cave Creek (AZ); On-site; USD 60,000 - 95,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers, managing full banking relationships with a proactive, advice-based approach.

The role involves acquiring new clients through referrals, partnering with specialists, and guiding clients to convenient, 24/7 self-service options while complying with banking regulations.

Qualifications

• 1+ year Branch Banking Banker or equivalent experience in financial services with verifiable success in acquiring, cultivating, and maintaining client relationships and revenue generation.
• Compliance with Dodd Frank/Truth in Lending Act
• SIE exam, FINRA Series 6/7, state registration (63 or 66 if required) and Life licenses required or to be completed within 180 days of starting
• Adherence to policies, procedures, and regulatory banking requirements
• Ability to work branch hours, including weekends and some evenings

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible
• Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
• Partners with Specialists to connect customers to experts for specialized financial needs
• Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24/7
• Adheres to policies, procedures, and regulatory banking requirements

Skills

Relationship building

New client acquisition

Communication

Team oriented

Education

High school diploma or equivalent

College degree or military equivalent

Job description

JPMorgan Chase & Co. in the United States seeks a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers, managing full banking relationships with a proactive, advice-based approach.

The role involves acquiring new clients through referrals, partnering with specialists, and guiding clients to convenient, 24/7 self-service options while complying with banking regulations.