Wealth Relationship Banker

JPMorganChase; Dallas (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorganChase in the United States is seeking a Private Client Banker in Branch Banking to be the primary contact for a select group of affluent clients. You will manage their entire banking relationship with a proactive, advice-based approach, coordinating with specialists to connect clients with experts for tailored financial needs.

You will help acquire new clients through referrals, promote self-service options, and ensure compliance with banking regulations while meeting occasional

Qualifications

• Demonstrated ability to build and deepen client relationships.
• 1+ year in branch banking or equivalent with success in new client acquisition.
• SIE exam/FINRA 6/7 and state licenses or progress toward them within 180 days of start.
• Compliance with Dodd-Frank/Truth in Lending Act.
• High school diploma, GED or foreign equivalent.
• Adherence to banking policies, procedures and regulatory requirements.
• Ability to work branch hours, including weekends and some evenings.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationships using an advice-based approach to offer best-fit products.
• Partners with Private Client Advisors, Mortgage Bankers and Business Relationship Managers for specialized needs.
• Sets up self-service options to access accounts 24/7 for clients' convenience.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship-building

Client acquisition

Financial services

Advisory skills

SIE exam readiness

FINRA 6/7 readiness

Regulatory compliance

Time management

Communication

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorganChase in the United States is seeking a Private Client Banker in Branch Banking to be the primary contact for a select group of affluent clients. You will manage their entire banking relationship with a proactive, advice-based approach, coordinating with specialists to connect clients with experts for tailored financial needs.

You will help acquire new clients through referrals, promote self-service options, and ensure compliance with banking regulations while meeting occasional