Wealth Relationship Advisor | Private Client Banker

JPMorganChase; Arlington (TX); On-site; USD 55,000 - 95,000; Full time

Benefits offered by this job

Health coverage

Commission-based pay

Discretionary incentive compensation

On-site health centers

Job summary

JPMorganChase in Arlington, TX seeks a Private Client Banker to manage relationships with affluent clients and drive growth across their banking needs. You will coordinate with specialists to tailor education and advice for client financial goals.

The role requires adherence to regulatory requirements and licensing (SIE/Series 6/7 or equivalent). Weekend/evening hours may apply as part of branch coverage.

Qualifications

• Experience acquiring and growing client relationships.
• Compliance with financial regulations and policies.
• Licensing requirements or ability to obtain: SIE/Series licenses.

Responsibilities

• Manage affluent clients' banking relationships and balance growth.
• Solicit referrals and develop internal/external sources.
• Coordinate with specialists to meet clients' needs.
• Promote self-service options and access to accounts 24/7.
• Adhere to all banking regulations and policies.

Skills

Relationship management

Sales skills

Communication

Financial services experience

Education

High school diploma

College degree

Job description

JPMorganChase in Arlington, TX seeks a Private Client Banker to manage relationships with affluent clients and drive growth across their banking needs. You will coordinate with specialists to tailor education and advice for client financial goals.

The role requires adherence to regulatory requirements and licensing (SIE/Series 6/7 or equivalent). Weekend/evening hours may apply as part of branch coverage.