Wealth Relationship Banker for Affluent Clients

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

Benefits offered by this job

Health coverage

Retirement plan

Tuition reimbursement

Mental health support

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Banker to manage relationships with affluent clients and branches. You will actively solicit referrals, coordinate with specialists, and promote Chase Private Client services to deepen client connections.

The role requires securities licenses within 180 days of starting and adherence to Dodd-Frank/Truth in Lending Act guidelines. Strong communication and team collaboration are essential.

Qualifications

• Demonstrated success in acquiring and growing client relationships.
• Proven track record of cross-selling products and services.
• Requires completion of required securities licenses within 180 days of start.

Responsibilities

• Share the value of Chase Private Client with eligible clients.
• Manage client banking relationships with an advice-based approach.
• Collaborate with Specialists (Advisors, Mortgage Bankers, BRMs) to address needs.
• Facilitate self-service access for clients 24/7.
• Abide by banking regulations and internal policies.

Skills

Relationship management

New client acquisition

Regulatory compliance

Communication

Team orientation

Education

SIE exam

FINRA Series 6/7

State registration (63/66)

Life licenses

Job description

JPMorgan Chase & Co. in the United States seeks a Private Client Banker to manage relationships with affluent clients and branches. You will actively solicit referrals, coordinate with specialists, and promote Chase Private Client services to deepen client connections.

The role requires securities licenses within 180 days of starting and adherence to Dodd-Frank/Truth in Lending Act guidelines. Strong communication and team collaboration are essential.