Private Client Banker - Arapahoe and Yosemite, Greenwood Village CO - Metro Southeast

Location: Greenwood Village, CO, United States

Job Family: Private Client Bankers

About the Role

At JP Morgan Chase, we are a leading global financial services firm committed to helping our clients achieve their financial goals through innovative banking, investment, and lending solutions. As a Private Client Banker in our Greenwood Village, CO branch at Arapahoe and Yosemite in the Metro Southeast region, you will play a pivotal role in delivering personalized service to a select group of Chase Private Clients—high-net-worth individuals seeking comprehensive wealth management. You will act as their trusted advisor, combining deep knowledge of JP Morgan Chase's extensive product suite with a client-centric approach to foster long-term relationships and drive sustainable growth in this dynamic market. Your day-to-day responsibilities will include engaging with clients to understand their unique financial needs, recommending tailored solutions such as customized investment portfolios, mortgage products, and estate planning services. You will collaborate seamlessly with our team of specialists, including JP Morgan Wealth Advisors and Home Lending experts, to provide holistic advice that aligns with clients' objectives. In the branch setting, you will also interact with walk-in customers, identifying opportunities to transition them into Private Client relationships while upholding the highest standards of integrity and compliance in line with FINRA, SEC, and internal JP Morgan Chase policies. We value professionals who thrive in a fast-paced environment and are passionate about the financial services industry. This role offers the chance to contribute to JP Morgan Chase's legacy of excellence while advancing your career in a supportive culture that emphasizes innovation, diversity, and professional development. Join us in Greenwood Village to make a meaningful impact on clients' financial journeys and be part of a firm that sets the standard for private banking.

Key Responsibilities

• Serve as the primary point of contact for a portfolio of Chase Private Clients, providing personalized banking, investment, and lending advice
• Engage with branch customers to identify needs and recommend tailored financial solutions, including deposits, mortgages, and wealth management services
• Build and maintain long-term relationships with high-net-worth individuals, delivering exceptional service to enhance client loyalty and referrals
• Collaborate with JP Morgan Chase specialists, such as investment advisors and mortgage bankers, to deliver comprehensive financial planning
• Drive business growth by prospecting new clients within the Greenwood Village community and surrounding Metro Southeast areas
• Conduct financial needs assessments and present customized product recommendations compliant with regulatory standards
• Monitor client portfolios and provide ongoing support for investment performance, risk management, and goal achievement
• Ensure adherence to all JP Morgan Chase policies, including anti-money laundering (AML) and know-your-customer (KYC) protocols
• Participate in branch events and community outreach to promote JP Morgan Chase's Private Client services
• Maintain accurate records of client interactions and transactions using Chase's proprietary systems

Required Qualifications

• Bachelor's degree or equivalent experience in finance, business, or a related field
• At least 2 years of experience in financial services, retail banking, or client-facing roles
• Active Series 6, 7, and 66 (or equivalent) securities licenses, or willingness to obtain within 120 days
• Active and valid Notary Public commission or ability to obtain one
• Strong understanding of banking products, investment solutions, and credit services
• Ability to meet and maintain Chase's high standards for client satisfaction and performance metrics
• Compliance with all regulatory requirements and ethical standards in the financial industry

Preferred Qualifications

• 3+ years of experience as a banker or financial advisor serving high-net-worth clients
• Certified Financial Planner (CFP) designation or equivalent certification
• Proven track record in sales of investment and lending products at JP Morgan Chase
• Experience working in a branch environment in the Denver metro area
• Bilingual proficiency in English and Spanish to serve diverse client bases

Required Skills

• Client relationship management and consultative selling
• Knowledge of investment products, including mutual funds, ETFs, and alternative investments
• Proficiency in financial planning tools and software like Chase's client management systems
• Strong analytical skills for assessing client financial situations and risk tolerance
• Excellent communication and presentation skills for high-net-worth client interactions
• Regulatory compliance knowledge, including FINRA and SEC guidelines
• Sales acumen with a focus on cross-selling banking and wealth management services
• Time management and organizational skills to handle a diverse client portfolio
• Empathy and active listening to build trust in financial advisory roles
• Technical proficiency in Microsoft Office Suite and CRM platforms
• Problem-solving abilities for resolving complex client financial issues
• Team collaboration with internal JP Morgan Chase partners
• Adaptability to evolving financial market trends and products
• Attention to detail in documentation and transaction processing
• Cultural sensitivity to serve diverse clients in the Metro Southeast Denver area

Benefits

• Comprehensive medical, dental, and vision insurance plans with multiple coverage options
• 401(k) retirement savings plan with company matching contributions up to 5% of eligible pay
• Generous paid time off, including vacation, sick days, and parental leave
• Annual performance-based bonuses and incentive compensation tied to client satisfaction and sales goals
• Professional development programs, including tuition reimbursement for relevant certifications like CFP
• Employee stock purchase plan and access to JP Morgan Chase's employee benefits portal
• Wellness programs with gym memberships, mental health support, and financial wellness coaching
• Relocation assistance for eligible roles and commuter benefits for Greenwood Village location

JP Morgan Chase is an equal opportunity employer.