Wealth Relationship Advisor – Private Banking

JPMorganChase; Gig Harbor (WA); On-site; USD 70,000 - 100,000; Full time

Job summary

JPMorganChase in Washington is seeking a Private Client Banker to manage an affluent client base within Branch Banking. You will guide clients through their complete banking relationship, using an advice-based approach and working with specialists to address complex financial needs.

The role emphasizes relationship growth, regulatory compliance, and providing personalized education and advice to help clients make informed financial decisions.

Qualifications

• Demonstrated success using a relationship-based approach to acquire and deepen client relationships.
• Experience in new client acquisition and maintaining revenue with affluent clients.
• Regulatory and licensing requirements may apply and must be completed within prescribed timeframes.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages client banking relationships with an advice-based approach to match products to needs.
• Partners with specialists to connect clients to experts for specialized financial needs.
• Increases client convenience by promoting self-service options for 24/7 access.
• Adheres to banking policies, procedures, and regulatory requirements.

Skills

Relationship building

New client acquisition

Account management

Education

Bachelor's degree or equivalent

High school diploma

Job description

JPMorganChase in Washington is seeking a Private Client Banker to manage an affluent client base within Branch Banking. You will guide clients through their complete banking relationship, using an advice-based approach and working with specialists to address complex financial needs.

The role emphasizes relationship growth, regulatory compliance, and providing personalized education and advice to help clients make informed financial decisions.