Wealth Relationship Banker

Testing Site - JPMC; Chanhassen (MN); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase in the United States seeks a Private Client Banker in Branch Banking to manage exclusive client relationships and provide tailored financial education and advice. You will expand the client base by referrals and work with specialists to meet complex needs.

The role requires compliance with financial regulations, strong communication, and the ability to work flexible hours, including weekends.

Qualifications

• Must have a proven track record of building and deepening client relationships.
• Experience acquiring new clients and generating revenue in financial services.
• Familiarity with regulatory requirements and compliance standards.
• Strong communication and interpersonal skills.
• Ability to work with high-net-worth clients and cross-functional teams.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationships with an advice-based approach for optimal products and services.
• Partners with Specialists to connect clients with experts for complex financial needs.
• Facilitates client access to self-service options (24/7).
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

Sales experience

Financial services knowledge

Excellent communication

Regulatory compliance

Education

High school diploma or equivalent

College degree or military equivalent

Job description

JPMorgan Chase in the United States seeks a Private Client Banker in Branch Banking to manage exclusive client relationships and provide tailored financial education and advice. You will expand the client base by referrals and work with specialists to meet complex needs.

The role requires compliance with financial regulations, strong communication, and the ability to work flexible hours, including weekends.