Wealth Relationship Banker (Private Client)

JPMorgan Chase & Co.; Philadelphia (Philadelphia County); On-site; USD 70,000 - 95,000; Full time

Job summary

JPMorgan Chase & Co. in Philadelphia is seeking a Private Client Banker to manage comprehensive banking relationships for affluent clients and select customers, driving growth through proactive advisory and personalized service.

You will collaborate with specialists, promote self-service tools, and ensure compliance with banking regulations while delivering a high-touch experience that aligns with our Client Promise.

Qualifications

• Value-added, relationship-oriented approach to acquire and deepen client relationships.
• 1+ year in Branch Banking or equivalent with success in attracting and maintaining clients.
• Licensing requirements (SIE, Series 6/7, state registrations) or completion within 180 days.

Responsibilities

• Share the value of Chase Private Client with eligible clients.
• Manage client relationships with an advisory approach to offer best-fit products.
• Partner with Specialists to connect clients to experts for complex needs.
• Set up self-service options to access accounts 24/7.
• Adhere to banking policies, procedures, and regulatory requirements.

Skills

Relationship-building

New client acquisition

Communication skills

Regulatory compliance

Financial services knowledge

Education

High school diploma

FINRA licenses (SIE/Series 6/7/63/66)

Job description

JPMorgan Chase & Co. in Philadelphia is seeking a Private Client Banker to manage comprehensive banking relationships for affluent clients and select customers, driving growth through proactive advisory and personalized service.

You will collaborate with specialists, promote self-service tools, and ensure compliance with banking regulations while delivering a high-touch experience that aligns with our Client Promise.