Job Summary
The Private Client Banker is responsible for overseeing banking relationships with high-net-worth clients, delivering personalized financial guidance and attentive service. A key aspect of this role involves expanding the client base through referrals and working in partnership with internal experts to address a variety of financial requirements.
Responsibilities
- Manage and nurture banking relationships with affluent clients.
- Provide customized financial advice and proactive service.
- Acquire new clients primarily through referral channels.
- Collaborate with internal specialists to fulfill clients’ diverse financial needs.
- Ensure compliance with Dodd-Frank and SAFE Act regulations.
- Obtain necessary FINRA and NMLS registrations as required.
Qualifications
- A minimum of one year of experience in branch banking or financial services.
- Proven track record in client acquisition and relationship management.
- Ability to adhere to relevant regulatory standards and requirements.
JPMorgan Chase & Co. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
