Wealth Relationship Banker

JPMorganChase; Philadelphia (Philadelphia County); On-site; USD 70,000 - 95,000; Full time

Job summary

JPMorgan Chase, a leading financial services firm, seeks a Private Client Banker in Branch Banking to manage relationships with affluent clients and a broader customer base within the branch. You will drive growth by offering appropriate products and services and by referring clients to specialists as needed.

You will build trust through education and guidance, while complying with regulatory requirements and licensing needs.

Qualifications

• Demonstrated success in acquiring and deepening client relationships
• Ability to work with affluent clients and maintain client revenue growth
• Willingness to complete required financial licensing exams and registrations

Responsibilities

• Shares the value of Chase Private Client and connects clients to suitable products
• Manages banking relationships with a proactive, advice-based approach
• Collaborates with Specialists to connect clients to experts for specialized needs
• Facilitates access to self-service options for clients 24/7

Education

High school degree or GED

College degree or military equivalent

Job description

JPMorgan Chase, a leading financial services firm, seeks a Private Client Banker in Branch Banking to manage relationships with affluent clients and a broader customer base within the branch. You will drive growth by offering appropriate products and services and by referring clients to specialists as needed.

You will build trust through education and guidance, while complying with regulatory requirements and licensing needs.