Private Client Banker - Chicago O'Hare Market - Bloomingdale, IL

Location: Bloomingdale, 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 O'Hare Market branch in Bloomingdale, IL, you will play a pivotal role in delivering exceptional wealth management services to our Chase Private Clients. This position involves acting as the trusted advisor for a select group of high-net-worth individuals, helping them navigate complex financial landscapes with personalized strategies that align with their unique goals. You will leverage JPMorgan Chase's vast resources, including access to sophisticated investment tools and a network of specialists, to provide holistic solutions encompassing banking, lending, and investment advisory services. In this dynamic retail banking environment, you will also engage with branch customers to identify opportunities for elevating their experience to Private Client status. Your day-to-day responsibilities will center on building deep, lasting relationships through proactive engagement, such as one-on-one consultations and ongoing portfolio reviews. You will analyze clients' financial situations to recommend optimal products like diversified investment portfolios, customized lending options, and secure deposit accounts, all while ensuring adherence to the highest standards of regulatory compliance. Collaborating closely with branch colleagues and JPMorgan's broader wealth management team, you will drive client satisfaction and portfolio growth in the competitive Chicago market. This role demands a blend of financial acumen and interpersonal finesse to uncover needs, mitigate risks, and celebrate client milestones, contributing to JPMorgan Chase's reputation for unparalleled service. We seek passionate professionals who thrive in a fast-paced setting and are committed to ethical practices in the financial services industry. Joining JPMorgan Chase as a Private Client Banker offers not only the chance to impact affluent clients' financial futures but also robust career development within one of the world's most admired firms. With opportunities for advancement, comprehensive training on our proprietary platforms, and a supportive culture that values diversity and inclusion, this position is ideal for those eager to make a meaningful difference in wealth management.

Key Responsibilities

• Serve as the primary point of contact for a portfolio of Chase Private Clients, providing personalized financial advice and solutions
• Develop and deepen relationships with high-net-worth individuals through proactive outreach and needs-based consultations
• Recommend and implement tailored investment, lending, and banking strategies to meet client goals
• Collaborate with branch teams and specialists to deliver comprehensive wealth management services
• Conduct financial planning sessions, including retirement, estate, and education funding discussions
• Monitor client portfolios and market conditions to ensure alignment with risk tolerance and objectives
• Drive business growth by identifying referral opportunities within the branch and community
• Ensure compliance with all JPMorgan Chase policies, SEC, and FINRA regulations
• Educate clients on digital banking tools and Chase Private Client benefits to enhance their experience
• Participate in local networking events in the Chicago O'Hare market to expand client base

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 advisory roles
• 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
• Strong understanding of financial products including investments, lending, and deposit solutions
• Ability to build and maintain relationships with high-net-worth clients
• Compliance with all regulatory requirements in the financial services industry

Preferred Qualifications

• 3+ years of experience as a banker or financial advisor serving affluent clients
• Certified Financial Planner (CFP) or similar professional certification
• Experience with JPMorgan Chase products and services
• Proven track record in sales and portfolio growth within a banking environment
• Bilingual skills, particularly in Spanish, to serve diverse client bases in the Chicago market

Required Skills

• Financial analysis and portfolio management
• Client relationship building and retention
• Sales and negotiation techniques
• Knowledge of investment products (stocks, bonds, mutual funds)
• Understanding of lending solutions (mortgages, lines of credit)
• Regulatory compliance (FINRA, SEC guidelines)
• Digital banking platform proficiency
• Risk assessment and management
• Communication and presentation skills
• Problem-solving and decision-making
• Time management and organization
• Active listening and empathy
• Data analysis using financial software
• Networking and business development
• Adaptability to market changes

Benefits

• Competitive base salary plus uncapped incentive compensation based on performance
• Comprehensive medical, dental, and vision insurance plans
• 401(k) retirement savings plan with company match up to 5%
• Generous paid time off, including vacation, sick days, and parental leave
• Tuition reimbursement for professional development and certifications
• Access to exclusive Chase Private Client perks, such as priority service and travel benefits
• Wellness programs including gym memberships and mental health support
• Employee stock purchase plan and financial counseling services

JP Morgan Chase is an equal opportunity employer.