Private Client Banker - Carpentersville - Carpentersville, IL

Location: Carpentersville, IL, United States

Job Family: Private Client Bankers

About the Role

At J.P. Morgan Chase, we are a leading global financial services firm with a rich history of innovation and client focus. As a Private Client Banker in our Carpentersville, IL branch, you will play a pivotal role in delivering exceptional wealth management services to high-net-worth individuals and families. You will act as the trusted advisor for a select group of Chase Private Clients, combining deep financial expertise with personalized service to help them achieve their unique goals. This position offers the opportunity to leverage J.P. Morgan's vast resources, including access to sophisticated investment strategies and global market insights, while building lasting relationships in the local Carpentersville community. Your day-to-day responsibilities will include conducting in-depth financial consultations, recommending a full spectrum of solutions such as J.P. Morgan investment portfolios, mortgage and lending options, and premium banking services. You will proactively engage clients through branch visits, virtual meetings, and community events, while collaborating with specialists in areas like estate planning and philanthropy. Success in this role requires a passion for client success, the ability to navigate complex financial landscapes, and a commitment to upholding the highest standards of integrity and compliance as set by regulatory bodies and Chase's internal policies. Joining J.P. Morgan Chase means becoming part of a dynamic team that values diversity, inclusion, and professional growth. In Carpentersville, you will contribute to our mission of empowering clients to pursue their dreams, while benefiting from robust training programs, competitive compensation, and a supportive culture that fosters innovation in financial services. If you are driven by excellence and ready to make a meaningful impact, this role offers an exciting path to advance your career in private banking.

Key Responsibilities

• Serve as the primary point of contact for a portfolio of Chase Private Clients, providing personalized financial advice and solutions
• Identify and pursue new client opportunities within the Carpentersville branch and surrounding community
• Conduct comprehensive financial reviews to recommend tailored investment, lending, and banking products
• Collaborate with branch teams and specialists to deliver holistic wealth management services
• Drive client engagement through proactive outreach, events, and digital tools
• Ensure compliance with all regulatory requirements and Chase policies in client interactions
• Monitor portfolio performance and adjust strategies to meet client goals and market conditions
• Build and maintain relationships with referral sources such as CPAs and attorneys
• Achieve individual and team sales targets for deposits, loans, and investment products
• Educate clients on Chase's full suite of services, including J.P. Morgan Wealth Management offerings

Required Qualifications

• Bachelor's degree or equivalent experience in finance, business, or a related field
• At least 2 years of experience in client-facing roles within financial services or banking
• Active and in good standing with state securities and life insurance license requirements
• Series 6, 7, and 66 (or equivalent) securities licenses preferred, or willingness to obtain within 120 days
• Proven track record of meeting or exceeding sales and client service goals
• Strong understanding of financial products including investments, lending, and deposit solutions
• Ability to work in a branch environment and travel locally as needed

Preferred Qualifications

• Advanced certifications such as CFP or CFA
• Experience in wealth management or private banking
• Bilingual proficiency in Spanish or other local languages in Carpentersville, IL
• Previous role in a high-net-worth client advisory position
• Familiarity with Chase's digital banking platforms and tools

Required Skills

• Financial analysis and planning
• Client relationship management
• Sales and negotiation techniques
• Knowledge of investment products and markets
• Regulatory compliance and risk management
• Proficiency in CRM and banking software
• Communication and presentation skills
• Problem-solving and decision-making
• Time management and organization
• Team collaboration and leadership
• Digital literacy for online banking tools
• Customer service orientation
• Analytical thinking for portfolio assessment
• Adaptability to market changes
• Ethical judgment in financial advising

Benefits

• Comprehensive medical, dental, and vision insurance plans
• 401(k) retirement savings plan with company matching contributions
• Generous paid time off, including vacation, sick days, and holidays
• Tuition reimbursement and professional development programs
• Employee stock purchase plan and performance-based bonuses
• Wellness programs with gym memberships and mental health support
• Parental leave and family benefits
• Access to J.P. Morgan's global career mobility and advancement opportunities

JP Morgan Chase is an equal opportunity employer.