Private Client Banker - Chicago Central South Market - Chicago, IL

Location: Chicago, IL, United States

Job Family: Private Client Bankers

About the Role

At JPMorgan 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 Chicago Central South Market, 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 dedicated portfolio of Chase Private Clients, leveraging JPMorgan's world-class resources to help them achieve their financial goals. This position is based in the heart of Chicago, IL, where you'll engage with a diverse clientele in a dynamic urban environment, combining personalized banking with sophisticated investment strategies to build lasting relationships. Your day-to-day responsibilities will include conducting in-depth financial consultations, recommending customized solutions from our broad array of products—such as premium checking accounts, jumbo mortgages, alternative investments, and estate planning services—and proactively identifying opportunities to deepen client engagements. You'll collaborate closely with JPMorgan specialists in areas like sustainable investing and global markets to provide holistic advice, all while adhering to the highest standards of compliance and integrity that define our firm. In this role, success is measured by your ability to grow assets under management, enhance client satisfaction scores, and contribute to the branch's overall performance in the competitive Chicago financial sector. We value professionals who thrive in a client-centric culture and are passionate about the financial services industry. Joining JPMorgan Chase means access to unparalleled career growth, cutting-edge technology, and a supportive network of over 250,000 colleagues worldwide. If you have a proven track record in banking and a commitment to excellence, this opportunity allows you to make a meaningful impact while advancing your career in one of the most prestigious institutions in finance.

Key Responsibilities

• Serve as the primary point of contact for a select group of Chase Private Clients, providing personalized banking, lending, and investment advice
• Identify and pursue new business opportunities within the Chicago Central South market to grow client relationships and assets under management
• Conduct comprehensive financial needs assessments and recommend tailored solutions from JPMorgan Chase's suite of products, including deposits, loans, mortgages, and investment portfolios
• Collaborate with branch teams, specialists, and JPMorgan advisors to deliver holistic wealth management services
• Ensure all client interactions comply with JPMorgan Chase's risk management, anti-money laundering, and regulatory policies
• Drive client engagement through proactive outreach, events, and digital tools to enhance satisfaction and retention
• Monitor market trends and economic conditions to provide timely insights and adjust client strategies accordingly
• Maintain accurate records in CRM systems and prepare reports on portfolio performance and sales metrics
• Mentor junior staff and contribute to branch goals in the competitive Chicago financial landscape
• Participate in community initiatives to strengthen JPMorgan Chase's presence in the Central South market

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 and federal licensing requirements, including Series 6, Series 7, and Series 66 (or willingness to obtain within 120 days)
• Proven track record of meeting or exceeding sales and client service targets
• Strong understanding of banking products, investment solutions, and wealth management principles
• Ability to work in a fast-paced branch environment in Chicago, IL
• Compliance with all regulatory standards set by FINRA, SEC, and other financial authorities

Preferred Qualifications

• 3+ years of experience as a banker or advisor in a private banking or wealth management setting
• Existing client portfolio or network in the Chicago Central South market
• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Bilingual proficiency in Spanish or another language spoken in the Chicago community
• Experience with JPMorgan Chase systems and tools, such as Chase Connect or investment platforms

Required Skills

• Financial analysis and portfolio management
• Client relationship building and retention
• Sales and negotiation techniques
• Knowledge of investment products and securities
• Regulatory compliance and risk assessment
• Proficiency in Microsoft Office and financial software (e.g., Bloomberg, CRM tools)
• Excellent verbal and written communication
• Problem-solving and decision-making under pressure
• Time management and organizational skills
• Active listening and empathy for client needs
• Data analysis for financial reporting
• Team collaboration and leadership
• Adaptability to market changes
• Digital literacy for online banking platforms
• Ethical judgment in high-stakes financial advising

Benefits

• Competitive base salary plus uncapped incentive compensation based on performance
• Comprehensive medical, dental, and vision insurance with multiple plan options
• 401(k) retirement savings plan with company match up to 5% of eligible compensation
• Generous paid time off, including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement and access to JPMorgan's internal training academy
• Employee stock purchase plan and other financial wellness benefits
• Wellness programs with gym memberships, mental health support, and onsite fitness facilities
• Relocation assistance for eligible roles and commuter benefits for Chicago-based employees

JP Morgan Chase is an equal opportunity employer.