Wealth Relationship Banker for Private Clients

JPMorganChase; Florida; Presencial; USD 60 000 - 95 000; Tempo integral

Resumo da oferta

JPMorganChase is seeking a Private Client Banker to manage affluent client relationships at a Chase branch. You will promote banking solutions, leverage technology tools, and grow client balances through proactive relationship management. The role requires licensing and compliance readiness and a willingness to work weekends and evenings.

The position emphasizes high-quality client experiences, referrals, and collaboration with a team of experts to address sophisticated financial needs.

Qualificações

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.

Responsabilidades

• Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.

Conhecimentos

Relationship management

Sales experience

Customer experience

Communication skills

Problem solving

Formação académica

Bachelor's degree

SIE exam

FINRA Series 6

State registration (63)

Life licenses

Descrição da oferta de emprego

JPMorganChase is seeking a Private Client Banker to manage affluent client relationships at a Chase branch. You will promote banking solutions, leverage technology tools, and grow client balances through proactive relationship management. The role requires licensing and compliance readiness and a willingness to work weekends and evenings.

The position emphasizes high-quality client experiences, referrals, and collaboration with a team of experts to address sophisticated financial needs.