Private Client Banker - East PA Market Hire - Feasterville Trevose, PA

Location: Feasterville Trevose, PA, 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 East PA Market Hire position based in Feasterville Trevose, PA, you will play a pivotal role in delivering exceptional wealth management services to a select group of high-net-worth Chase Private Clients. This role combines the prestige of private banking with the accessibility of branch-based interactions, allowing you to be the trusted advisor for clients seeking comprehensive financial solutions. You will leverage JPMorgan Chase's vast resources, including cutting-edge investment tools and a network of specialists, to help clients navigate complex financial landscapes in the dynamic East PA market. Your day-to-day responsibilities will center on building lasting relationships through personalized consultations, where you'll assess clients' financial goals and recommend tailored products such as investment portfolios, mortgage solutions, and estate planning services. In this client-centric role, you'll collaborate with branch colleagues to ensure seamless service delivery, while driving growth by uncovering opportunities to expand client portfolios. Compliance and ethical standards are paramount at JPMorgan Chase, so you'll maintain rigorous adherence to regulatory requirements while fostering trust and loyalty among your clientele in the Feasterville Trevose community. We value professionals who thrive in a fast-paced environment and are passionate about empowering clients to achieve their dreams. This position offers not only the chance to advance your career within one of the world's most admired financial institutions but also the opportunity to contribute to JPMorgan Chase's commitment to inclusive growth and community impact in Pennsylvania. Join us to make a meaningful difference in clients' financial journeys.

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, in-branch interactions, and digital engagement
• Collaborate with branch teams and specialists to deliver holistic wealth management services
• Drive business growth by identifying opportunities for cross-selling Chase products and services
• Ensure compliance with all regulatory requirements, including FINRA and SEC guidelines
• Educate clients on financial planning strategies, market trends, and risk management
• Monitor client portfolios and provide ongoing support to help achieve their financial goals
• Participate in community events in the East PA market to enhance Chase's brand presence
• Maintain accurate records of client interactions and transactions in JPMorgan Chase systems

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 license requirements
• Series 6, 7, and 66 (or equivalent) securities licenses
• Proven track record of building and maintaining client relationships in a banking environment
• Strong understanding of financial products including investments, lending, and deposit solutions
• Ability to work in a branch setting in Feasterville Trevose, PA, with flexible hours including evenings and weekends

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA
• Experience in wealth management or private banking at a major financial institution
• Bilingual proficiency, particularly in languages common in the East PA market
• Previous success in meeting sales targets for investment and lending products
• Knowledge of local market dynamics in the Feasterville Trevose area

Required Skills

• Financial analysis and planning
• Investment product knowledge
• Client relationship management
• Sales and negotiation
• Regulatory compliance (FINRA, SEC)
• Risk assessment
• Communication (verbal and written)
• Problem-solving
• Time management
• Digital banking tools proficiency
• Customer service orientation
• Team collaboration
• Market trend analysis
• Ethical decision-making
• Data entry and CRM systems

Benefits

• Competitive base salary plus uncapped incentive compensation based on performance
• Comprehensive medical, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company match
• Paid time off, including vacation, sick days, and parental leave
• Professional development opportunities through JPMorgan Chase's learning programs
• Employee stock purchase plan and financial wellness resources
• Access to exclusive perks like tuition reimbursement and wellness programs
• Relocation assistance if applicable for the Feasterville Trevose location

JP Morgan Chase is an equal opportunity employer.