Wealth Relationship Banker for Affluent Clients

Next Frontier Capital; Cleveland (OH); On-site; USD 65,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to manage affluent clients’ relationships and drive growth. You will solidify banking relationships, cross-sell appropriate services, and coordinate with specialists to meet complex financial needs.

Role requires a proactive, education-driven approach, with attention to regulatory standards and effective self-service access for clients. The position emphasizes strong communication and a long-term client-focus.

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent in financial services with new client growth.
• SIE, FINRA Series 6/7, and licenses or progress within 180 days of starting.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationships with an advice-based approach to offer best products.
• Partners with specialists to connect clients to experts for financial needs.
• Helps clients access self-service options 24/7.
• Adheres to policies, procedures, and regulatory requirements.

Skills

Relationship building

New client acquisition

Communication skills

Client servicing

Education

High school degree or GED

College degree or military equivalent

Tools

SIE exam

FINRA Series 6/7

NMLS registration

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to manage affluent clients’ relationships and drive growth. You will solidify banking relationships, cross-sell appropriate services, and coordinate with specialists to meet complex financial needs.

Role requires a proactive, education-driven approach, with attention to regulatory standards and effective self-service access for clients. The position emphasizes strong communication and a long-term client-focus.