Wealth & Relationship Advisor for Private Clients

Aumni; Florida; On-site; USD 60,000 - 95,000; Full time

Benefits offered by this job

Health insurance

Retirement savings plan

On-site health and wellness centers

Tuition reimbursement

Financial coaching and more

Job summary

JPMorgan Chase in Florida seeks a Private Client Banker in Branch Banking to manage banking relationships for a select group of affluent clients. You will provide education and tailored advice to help clients make the most of their money while expanding the bank's relationships.

The role requires collaborating with specialists, promoting self-service options, and maintaining strict adherence to regulatory standards.

Qualifications

• Proven ability to acquire and deepen client relationships
• Experience in financial services with revenue generation
• Licensing requirements or progress toward SIE/Series 6/7 and state registrations

Responsibilities

• Manage banking relationships for affluent clients with an advice-based approach
• Promote self-service options and access to accounts 24/7
• Collaborate with Private Client Advisors, Mortgage Bankers and Relationship Managers
• Solicit referrals and develop internal/external sources to grow client base
• Ensure compliance with regulatory and internal policies

Skills

Relationship management

New client acquisition

Regulatory knowledge

Communication skills

Team collaboration

Financial services experience

Time management

Education

High school diploma or GED

Job description

JPMorgan Chase in Florida seeks a Private Client Banker in Branch Banking to manage banking relationships for a select group of affluent clients. You will provide education and tailored advice to help clients make the most of their money while expanding the bank's relationships.

The role requires collaborating with specialists, promoting self-service options, and maintaining strict adherence to regulatory standards.