Wealth Relationship Banker (Private Client)

JPMorgan Chase

Rochester (MN)

On-site

USD 30,996 - 41,727

Full time

14 days+

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Benefits offered by this job

Comprehensive health care coverage
Tuition reimbursement
Mental health support

Job summary

JPMorgan Chase is hiring a Private Client Banker in Rochester, MN, responsible for managing affluent client relationships and providing tailored financial advice. The role requires strong relationship-building skills and at least 1 year of relevant experience in Branch Banking or financial services.

You'll work closely with clients to ensure they have access to the best products and services, while complying with regulatory requirements. Competitive salary based on experience and a comprehensive benefits package are offered.

Qualifications

  • 1+ year Branch Banking experience or equivalent in financial services.
  • Compliance with Dodd Frank/Truth in Lending Act.
  • Willingness to take the Securities Industry Essential exam and other licensing requirements.

Responsibilities

  • Manage banking relationships for affluent clients.
  • Actively manage client banking through an advice-based approach.
  • Collaborate with specialists to meet customer needs.

Skills

Relationship-oriented approach
Success in new client acquisition
Strong communication skills

Education

High school degree, GED, or foreign equivalent
College degree or military equivalent

Job description

JPMorgan Chase is hiring a Private Client Banker in Rochester, MN, responsible for managing affluent client relationships and providing tailored financial advice. The role requires strong relationship-building skills and at least 1 year of relevant experience in Branch Banking or financial services.

You'll work closely with clients to ensure they have access to the best products and services, while complying with regulatory requirements. Competitive salary based on experience and a comprehensive benefits package are offered.

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