Wealth Relationship Banker

JPMorgan Chase & Co.; Florida; On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in Florida seeks a Private Client Banker to manage affluent clients and a broad customer base in the Branch. You will build lasting relationships, provide tailored education and advice, and drive growth across the client portfolio.

You will collaborate with specialists to connect clients to mortgage, banking, and business experts while promoting self-service access and strong regulatory adherence.

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, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
• Adherence to policies, procedures, and regulatory banking requirements

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 for their needs
• Partners with Specialists to connect customers to experts who can help them with specialized financial needs
• Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
• Adheres to policies, procedures, and regulatory banking requirements

Skills

Relationship building

Client acquisition

Regulatory compliance

Communication

Education

High school degree

Job description

JPMorgan Chase & Co. in Florida seeks a Private Client Banker to manage affluent clients and a broad customer base in the Branch. You will build lasting relationships, provide tailored education and advice, and drive growth across the client portfolio.

You will collaborate with specialists to connect clients to mortgage, banking, and business experts while promoting self-service access and strong regulatory adherence.