Wealth Relationship Banker — Private Client

JPMorgan Chase & Co.; United States; On-site; USD 70,000 - 100,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Banker (Branch Banking) to manage affluent client relationships and drive growth across banking products. You will solicit referrals, collaborate with specialists, and deliver education and advice tailored to client financial needs.

You will work within a team to provide a high-touch experience, ensuring compliance with banking regulations while promoting convenient 24/7 self-service access for clients.

Qualifications

• Requires proven ability to acquire and deepen client relationships.
• 1+ year in branch banking or equivalent with revenue generation.
• SIE/FINRA 6/7 and state licenses required or completed within 180 days.
• Compliance with Dodd-Frank/Truth-in-Lending Act.
• NMLS registration required; compliant with SAFE Act.

Responsibilities

• Promotes Chase Private Client value to eligible clients.
• Manages client relationships with an advice-based approach to offer best products.
• Partners with Specialists to connect clients to experts for complex needs.
• Provides self-service access and 24/7 account access for client convenience.
• Ensures adherence to banking policies and regulatory requirements.

Skills

Relationship management

New client acquisition

Revenue generation

Communication skills

Team orientation

Education

High school degree or GED

College degree or military equivalent

Job description

JPMorgan Chase & Co. in the United States seeks a Private Client Banker (Branch Banking) to manage affluent client relationships and drive growth across banking products. You will solicit referrals, collaborate with specialists, and deliver education and advice tailored to client financial needs.

You will work within a team to provide a high-touch experience, ensuring compliance with banking regulations while promoting convenient 24/7 self-service access for clients.