Private Client Banker - Corner Lakes - Orlando, FL

Location: Orlando, FL, 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 at our Corner Lakes branch in Orlando, FL, you will play a pivotal role in delivering exceptional wealth management and banking services to high-net-worth individuals and families. You will act as the trusted advisor for a select group of Chase Private Clients, helping them navigate complex financial landscapes while uncovering opportunities to deepen their relationship with our firm. This position combines the prestige of private banking with the energy of a dynamic branch environment, where you'll leverage JP Morgan Chase's vast resources to provide holistic solutions across investments, lending, and everyday banking needs. Your day-to-day will involve conducting in-depth financial consultations, analyzing client goals, and crafting personalized strategies that align with their risk tolerance and objectives. You'll collaborate closely with JP Morgan's network of specialists, including investment advisors and mortgage experts, to ensure seamless service delivery. In the vibrant Orlando market, you'll also engage in local prospecting efforts to grow your client base, participating in community events and building referrals from existing relationships. Compliance and ethical standards are paramount, as you'll uphold JP Morgan Chase's commitment to integrity while driving measurable results in client satisfaction and portfolio growth. We value professionals who thrive in a client-centric culture and are passionate about financial empowerment. This role offers the chance to advance within one of the world's most admired financial institutions, with opportunities for career progression into senior wealth management positions. If you have a knack for building lasting relationships and a solid foundation in financial services, join us at JP Morgan Chase to make a meaningful impact in the lives of our clients in Corner Lakes, Orlando.

Key Responsibilities

• Serve as the primary point of contact for a portfolio of Chase Private Clients, providing personalized financial advice and solutions
• Identify client needs and recommend appropriate banking, investment, and lending products to meet short- and long-term goals
• Build and deepen relationships with clients through proactive outreach, consultations, and tailored financial planning
• Collaborate with branch teams and specialists to deliver seamless experiences across Chase's ecosystem of services
• Drive business growth by prospecting new clients within the local Orlando community and referring opportunities to partners
• Ensure compliance with all regulatory requirements, including KYC, AML, and securities regulations
• Monitor client portfolios and provide ongoing support for investment strategies and wealth management needs
• Educate clients on digital tools, mobile banking, and Chase's integrated financial platforms
• Participate in community events and networking to enhance JP Morgan Chase's presence in Corner Lakes, Orlando

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 and life insurance licenses (or ability to obtain within 90 days)
• Series 6, 7, and 66 licenses (or willingness to pursue and complete)
• 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 (Certified Financial Planner) or CFA
• 3+ years of experience in wealth management or private banking
• Bilingual proficiency, particularly in Spanish for the Orlando market
• Experience with CRM systems like Salesforce in a financial services context
• Prior success in building and maintaining high-net-worth client relationships

Required Skills

• Financial analysis and portfolio management
• Client relationship building and retention
• Sales and consultative selling techniques
• Knowledge of investment products (stocks, bonds, mutual funds)
• Understanding of lending solutions (mortgages, personal loans)
• Regulatory compliance and risk management
• CRM software proficiency (e.g., Salesforce)
• Active listening and empathy in client interactions
• Problem-solving and decision-making under pressure
• Communication, both verbal and written
• Time management and organizational skills
• Digital literacy with banking platforms and tools
• Networking and business development
• Analytical thinking for financial planning
• Adaptability in a fast-paced branch environment

Benefits

• Competitive base salary plus uncapped incentive compensation based on performance
• Comprehensive health, dental, and vision insurance with multiple plan options
• 401(k) retirement savings plan with company match up to 5% of eligible pay
• Generous paid time off, including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement and access to JP Morgan's learning resources
• Employee stock purchase plan and financial wellness benefits
• On-site fitness centers or gym reimbursements at select locations
• Exclusive perks like mortgage assistance and banking discounts for employees

JP Morgan Chase is an equal opportunity employer.