Private Client Banker - Columbus Arrington Park Branch (New Build) - Columbus, MS

Location: Columbus, MS, United States

Job Family: Private Client Bankers

About the Role

At JPMorgan Chase, we are seeking a dedicated Private Client Banker to join our new Arrington Park Branch in Columbus, MS. As a Private Client Banker, you will be the trusted advisor for a select group of Chase's affluent clients, delivering personalized financial solutions that align with their unique goals. This role combines the excitement of relationship banking with sophisticated wealth management, offering the opportunity to make a meaningful impact in the growing Columbus community. You will leverage JPMorgan Chase's world-class resources, including access to leading investment research and a global network of experts, to help clients navigate banking, lending, and investment needs in an ever-evolving financial landscape. Your day-to-day responsibilities will focus on building deep, long-term relationships with high-net-worth individuals and families. This includes conducting thorough financial planning sessions, recommending bespoke products such as customized investment portfolios, premium checking accounts, and tailored lending options. Working from our state-of-the-art new build branch, you will collaborate with a dynamic team of advisors to ensure seamless service delivery, while also identifying opportunities to expand client relationships through proactive outreach and community involvement. Success in this role requires a passion for client success, a keen eye for detail, and the ability to thrive in a performance-driven environment where your contributions directly influence branch growth and client satisfaction. JPMorgan Chase is committed to fostering an inclusive culture that values diversity and innovation. As a Private Client Banker, you will benefit from ongoing training, mentorship from senior leaders, and clear paths for career progression within one of the world's largest financial institutions. If you are a motivated professional with a track record in financial services and a desire to empower clients in the heart of Mississippi, this position offers the platform to excel and grow. Join us in redefining private banking excellence at the Columbus Arrington Park Branch.

Key Responsibilities

• Serve as the primary point of contact for a portfolio of Chase Private Clients, providing personalized banking, investment, and lending advice
• Conduct comprehensive financial needs assessments to recommend tailored solutions including deposits, loans, mortgages, and investment strategies
• Build and deepen relationships with high-net-worth individuals and families in the Columbus, MS area, leveraging the new Arrington Park Branch
• Collaborate with branch teams and specialists to deliver holistic wealth management services aligned with JPMorgan Chase's offerings
• Prospect and acquire new clients through referrals, community engagement, and targeted outreach in the local market
• Monitor client portfolios and market conditions to proactively advise on opportunities and risks
• Ensure compliance with all regulatory requirements, including FINRA and SEC guidelines, while maintaining accurate documentation
• Drive branch growth by achieving sales targets for banking and investment products
• Educate clients on digital tools and Chase's mobile banking platforms to enhance their experience
• Participate in community events to strengthen JPMorgan Chase's presence in Columbus, MS

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 and 66 (or 7 and 66) securities licenses, or willingness to obtain within 120 days of hire
• Valid Life, Accident, and Health insurance license, or ability to obtain within 60 days of hire
• 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 environment and meet performance targets

Preferred Qualifications

• 3+ years of experience as a Private Banker or Wealth Advisor at a major financial institution
• Certified Financial Planner (CFP) designation or equivalent
• Experience with JPMorgan Chase systems and platforms
• Bilingual proficiency in English and Spanish or another language spoken in the Columbus, MS community
• Previous success in cross-selling complex financial products to affluent clients

Required Skills

• Financial analysis and portfolio management
• Client relationship building and retention
• Knowledge of investment products and securities
• Credit assessment and lending expertise
• Regulatory compliance and risk management
• Sales and negotiation techniques
• Active listening and consultative advising
• Proficiency in financial software like Bloomberg or Chase proprietary tools
• Data analysis for client reporting
• Time management and prioritization
• Communication, both verbal and written
• Problem-solving in complex financial scenarios
• Team collaboration across departments
• Digital literacy for online banking platforms
• Cultural sensitivity for diverse client bases

Benefits

• Competitive base salary plus uncapped incentive compensation based on performance
• Comprehensive medical, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with company matching up to 5% of eligible pay
• Generous paid time off, including vacation, sick days, and parental leave
• Tuition reimbursement and professional development programs for career advancement
• Employee stock purchase plan and access to financial wellness resources
• Health savings account (HSA) with company seed funding for eligible participants
• On-site fitness facilities and wellness programs at select branches

JP Morgan Chase is an equal opportunity employer.