Wealth Relationship Banker - Private Client

JP Morgan Chase; Mequon (WI); Presencial; USD 70.000 - 90.000; Jornada completa

Descripción de la vacante

Chase, a JPMorgan Chase company, is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients in a collaborative environment. You will manage the full banking relationship, providing education and tailored financial guidance to help clients reach their financial goals.

You will work with specialists to connect clients to experts, encourage referrals, and promote self-service options.

Formación

• Demonstrated success in acquiring and deepening client relationships.
• 1+ year in branch banking or financial services with revenue generation.
• SIE exam, FINRA Series 6/7, and Life licenses required or must be completed within 180 days of starting.

Responsabilidades

• Share Chase Private Client value with eligible clients.
• Manage client relationships with an advice-based approach.
• Partner with Specialists to connect clients to experts for personalized needs.
• Set up self-service options to access accounts 24/7.
• Adhere to banking policies, procedures, and regulatory requirements.

Conocimientos

Relationship building

Client acquisition

Communication

Team collaboration

Educación

High school diploma

Bachelor’s degree preferred

Descripción del empleo

Chase, a JPMorgan Chase company, is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients in a collaborative environment. You will manage the full banking relationship, providing education and tailored financial guidance to help clients reach their financial goals.

You will work with specialists to connect clients to experts, encourage referrals, and promote self-service options.