Wealth Relationship Banker – Private Client

JPMorgan Chase & Co.; Plantation (FL); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in Plantation, FL seeks a Private Client Banker in Branch Banking to serve affluent clients and manage their complete banking relationship across the company. You will proactively generate growth in client balances by soliciting referrals and developing internal and external sources.

The role requires a proactive, education-focused approach and adherence to regulatory banking requirements, with availability for branch hours, including weekends and some evenings.

Qualifications

• High school degree, GED, or foreign equivalent required.
• SIE exam, FINRA Series 6/7, state registration, and Life licenses required or must be completed within 180 days.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible.
• Actively manages banking relationships with an advice-based approach to optimize products and services.
• Partners with Specialists to connect clients with experts for specialized financial needs.
• Makes client experiences convenient by promoting self-service access 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Job description

JPMorgan Chase & Co. in Plantation, FL seeks a Private Client Banker in Branch Banking to serve affluent clients and manage their complete banking relationship across the company. You will proactively generate growth in client balances by soliciting referrals and developing internal and external sources.

The role requires a proactive, education-focused approach and adherence to regulatory banking requirements, with availability for branch hours, including weekends and some evenings.