Job Summary
The Private Client Banker serves as the main liaison for high-net-worth clients, overseeing their entire banking interactions and fostering business development. This role involves working alongside internal experts to deliver customized financial guidance while ensuring full compliance with all banking regulations.
Responsibilities
- Develop and maintain strong relationships with affluent clients by managing their banking needs.
- Collaborate with specialists to offer personalized financial solutions.
- Ensure compliance with regulatory banking standards and requirements.
Qualifications
- A minimum of one year of experience in branch banking or the financial services sector, demonstrating success in acquiring new clients.
- Ability to secure the required FINRA and state licensing within 180 days of employment.
- Awareness and adherence to Dodd-Frank and SAFE Act regulations.
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.
