Wealth Relationship Banker for Affluent Clients

Next Frontier Capital; Washington (District of Columbia); On-site; USD 65,000 - 120,000; Full time

Benefits offered by this job

Health care coverage

On-site wellness centers

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. in Washington, DC is seeking a Private Client Banker to serve a select group of affluent clients and manage their complete banking relationship.

You will help acquire new clients through referrals and internal sources, and provide education and advice tailored to fit financial needs. The role requires licensing (SIE, Series 6/7, state registrations) and compliance with regulatory standards, with hours including weekends and some evenings as part of branch coverage, and a

Qualifications

• experience in wealth or private banking preferred
• licensing requirements: SIE, FINRA Series 6/7, and state licenses
• compliance with Dodd-Frank/Truth in Lending Act

Responsibilities

• Shares the value of Chase Private Client with eligible clients
• Manages banking relationships with an advice-based approach
• Partners with specialists to connect clients to experts
• Promotes self-service options for 24/7 access
• Adheres to policies and regulatory banking requirements

Skills

Relationship management

New client acquisition

Regulatory compliance

Strong communication

Banking experience

Flexible hours

Education

High school diploma or GED

Job description

JPMorgan Chase & Co. in Washington, DC is seeking a Private Client Banker to serve a select group of affluent clients and manage their complete banking relationship.

You will help acquire new clients through referrals and internal sources, and provide education and advice tailored to fit financial needs. The role requires licensing (SIE, Series 6/7, state registrations) and compliance with regulatory standards, with hours including weekends and some evenings as part of branch coverage, and a