Job Summary
The Private Client Banker serves as the main banking contact for affluent clients, overseeing their end-to-end relationships and identifying ways to grow and strengthen those connections. Working with internal specialists, the banker delivers personalized financial guidance while ensuring client service and business activities meet applicable banking regulations.
Responsibilities
- Manage clients’ complete banking relationships and act as their primary point of contact.
- Proactively identify opportunities to acquire clients and grow existing relationships.
- Partner with internal specialists to develop and provide financial advice tailored to client needs.
- Conduct all activities in accordance with regulatory banking requirements.
Qualifications
- At least one year of branch banking experience or equivalent experience in financial services.
- Demonstrated success in acquiring clients.
- High school diploma or equivalent.
- Ability to complete FINRA Series 6 or 7, the Securities Industry Essentials (SIE) exam, and required state registrations within 180 days of hire.
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.
