Wealth Relationship Advisor for Private Clients

JPMorgan Chase & Co.; Jeffersonville (IN); On-site; USD 45,000 - 75,000; Full time

Job summary

JPMorgan Chase & Co. in Indiana seeks a Private Client Banker to manage the affluent clients' banking relationships, offer education and advice, and drive growth through referrals and collaboration with specialists.

The role requires excellent communication, a relationship-driven approach, and the ability to work weekend hours while complying with regulatory standards. A candidate with prior banking experience is preferred.

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent experience in financial services.
• SIE exam, FINRA Series 6/7, and state registrations (63/66) or completion within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.
• High school degree, GED, or foreign equivalent.
• Adherence to bank policies, procedures and regulatory 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.
• 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 accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship-building

Client acquisition

Regulatory compliance

Communication skills

Time management

Education

High school diploma or GED

Job description

JPMorgan Chase & Co. in Indiana seeks a Private Client Banker to manage the affluent clients' banking relationships, offer education and advice, and drive growth through referrals and collaboration with specialists.

The role requires excellent communication, a relationship-driven approach, and the ability to work weekend hours while complying with regulatory standards. A candidate with prior banking experience is preferred.