Wealth Relationship Banker for Private Clients

JPMorgan Chase & Co.; Newcastle (WA); On-site; USD 60,000 - 95,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to manage affluent clients’ relationships with an advice-based approach and tailored financial solutions.

You will collaborate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with specialists and ensure a full-service experience, while maintaining regulatory compliance and a client-centric approach.

Qualifications

• Experience building relationships and acquiring clients in financial services.
• Strong communication and interpersonal skills.
• Compliance with financial regulations and licenses and ongoing licensing requirements.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible.
• Manages clients' banking relationship with an advice-based approach to optimize products and services.
• Partners with Specialists to connect clients to experts for specialized needs.
• Delivers convenience by enabling self-service access to accounts 24/7.
• Adheres to policies, procedures and regulatory banking requirements.

Skills

Relationship management

New client acquisition

Communication skills

Bilingual Mandarin/English

Education

High school diploma / GED

College degree or military equivalent

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to manage affluent clients’ relationships with an advice-based approach and tailored financial solutions.

You will collaborate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with specialists and ensure a full-service experience, while maintaining regulatory compliance and a client-centric approach.