Private Client Banker - Central Virginia Market

Location: Richmond, VA, United States

Job Family: Private Client Bankers

About the Role

At JP 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 the Central Virginia Market, based in Richmond, VA, you will play a pivotal role in delivering exceptional wealth management and banking services to our Chase Private Clients—a select group of high-net-worth individuals seeking personalized financial guidance. In this client-facing position, you will act as the trusted advisor, helping clients navigate complex financial landscapes by offering tailored solutions in investments, lending, and everyday banking. Your work will contribute to JP Morgan Chase's commitment to empowering clients to achieve their financial goals while upholding our high standards of integrity and compliance in the competitive financial services industry. Key to success in this role is your ability to build lasting relationships through proactive engagement and deep market knowledge. You will conduct in-depth financial planning sessions, leveraging JP Morgan Chase's robust suite of products including private banking accounts, brokerage services, and mortgage solutions. Collaborating with branch colleagues and specialists, you will ensure a seamless client experience, from routine transactions to sophisticated wealth strategies. In the dynamic Central Virginia market, you will also support branch operations by assisting walk-in customers, fostering community ties, and identifying growth opportunities to expand our client base. We value professionals who thrive in a fast-paced environment and are passionate about financial advisory. This position offers the chance to grow within one of the world's most admired financial institutions, with access to cutting-edge resources, continuous learning, and a supportive culture. If you are driven by client success and eager to make an impact in Richmond's vibrant economy, join JP Morgan Chase as a Private Client Banker and help shape the financial futures of our valued clients.

Key Responsibilities

• Serve as the primary point of contact for a portfolio of Chase Private Clients, providing personalized financial advice and solutions
• Conduct comprehensive financial needs assessments to recommend appropriate banking, lending, and investment products
• Build and deepen relationships with clients through proactive outreach, consultations, and tailored wealth management strategies
• Collaborate with branch teams to ensure seamless delivery of services, including deposit accounts, mortgages, and credit options
• Identify opportunities for cross-selling JP Morgan Chase products while adhering to compliance and risk management standards
• Monitor client portfolios and market trends to deliver timely insights and adjustments to financial plans
• Assist walk-in customers in the branch with everyday banking needs, escalating complex issues to specialists
• Maintain accurate records in CRM systems and ensure all interactions comply with federal regulations like Reg BI
• Participate in community events and networking to expand JP Morgan Chase's presence in the Central Virginia market
• Stay current with industry developments through ongoing education and JP Morgan's internal training programs

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 and in good standing with state securities agent registration (S7) and FINRA Series 66 (or 63 and 65) licenses
• Proven track record of building and maintaining client relationships in a high-net-worth environment
• Strong understanding of banking products, investment solutions, and credit services
• Ability to work in a branch setting with flexible hours, including some evenings and weekends
• Compliance with all regulatory requirements, including background checks and ongoing training

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience with wealth management or private banking for high-net-worth individuals
• Bilingual proficiency, particularly in Spanish, to serve diverse client bases in Central Virginia
• Previous role in sales or advisory positions within a major financial institution like JP Morgan Chase
• Knowledge of local market dynamics in Richmond, VA, and surrounding areas

Required Skills

• Financial analysis and portfolio management
• Client relationship building and retention
• Sales and consultative advising
• Knowledge of investment products and securities
• Regulatory compliance (FINRA, SEC, FDIC)
• Credit assessment and lending principles
• CRM software proficiency (e.g., Salesforce)
• Communication and presentation skills
• Problem-solving and decision-making
• Time management and prioritization
• Team collaboration in a branch environment
• Digital banking tools and fintech applications
• Risk identification and mitigation
• Customer service excellence
• Adaptability to market changes and client needs

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
• Tuition reimbursement for professional development and certifications in finance
• Performance-based annual bonuses and incentive compensation tied to client satisfaction and sales goals
• Employee stock purchase plan allowing discounted shares of JP Morgan Chase common stock
• Wellness programs including gym memberships, mental health support, and financial wellness coaching
• Relocation assistance for eligible positions and access to on-site fitness centers in select locations

JP Morgan Chase is an equal opportunity employer.