Wealth Relationship Banker

JPMorgan Chase & Co.; Saint Paul (MN); On-site; USD 55,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to be the main contact for a select group of affluent clients, managing their complete banking relationship with an advice-based approach.

You will help acquire new clients by soliciting referrals, partnering with specialists, and guiding clients to self-service options to access accounts 24/7. Willingness to work branch hours, including weekends and some evenings, is required.

Qualifications

• Demonstrated ability to acquire and deepen client relationships.
• Experience with financial services and revenue generation.
• Compliance with banking regulations and licensing requirements.
• Ability to work hours including weekends and some evenings.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages client relationships with an advice-based approach to offer best-fit products/services.
• Partners with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with specialists.
• Guides clients to self-service options for access 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

New client acquisition

Advisory approach

Regulatory knowledge

Education

High School Diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to be the main contact for a select group of affluent clients, managing their complete banking relationship with an advice-based approach.

You will help acquire new clients by soliciting referrals, partnering with specialists, and guiding clients to self-service options to access accounts 24/7. Willingness to work branch hours, including weekends and some evenings, is required.