Wealth Relationship Banker for Affluent Clients

JPMorganChase; Chicago (IL); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

Comprehensive health care coverage

On-site health and wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase in Chicago seeks a Private Client Banker to manage affluent clients’ complete banking relationships with an advice-based approach. You will generate growth by referrals and cross-selling while coordinating with specialists to meet complex financial needs.

The role requires strong communication, a client-first mindset, and willingness to work weekend hours. A path to professional licenses and regulatory compliance is included as part of the career development.

Qualifications

• 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.
• SIE exam, FINRA Series 6/7, state registration (63/66 if required) and Life licenses required or must be completed within 180 days of starting.
• Compliance with Dodd Frank/Truth in Lending Act.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible.
• Active management of banking relationships with advice-based approach to ensure best products and services for clients.
• Partners with Specialists to connect customers to experts for specialized financial needs.
• Makes lives of clients more convenient by enabling self-service access 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

New client acquisition

Communication skills

Regulatory compliance

Flexible hours

Education

High school diploma

College degree or military equivalent

Job description

JPMorgan Chase in Chicago seeks a Private Client Banker to manage affluent clients’ complete banking relationships with an advice-based approach. You will generate growth by referrals and cross-selling while coordinating with specialists to meet complex financial needs.

The role requires strong communication, a client-first mindset, and willingness to work weekend hours. A path to professional licenses and regulatory compliance is included as part of the career development.