Private Client Banker - Eastside South Market - Kent, WA

Location: Kent, WA, 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 Eastside South Market branch in Kent, WA, you will play a pivotal role in delivering exceptional wealth management and banking services to our Chase Private Client segment. This position involves acting as the trusted advisor for a select group of affluent clients, helping them navigate complex financial landscapes with personalized solutions drawn from JPMorgan's vast array of products, including banking, lending, and investment options. You will embody our core values of integrity, excellence, and client-centricity, while contributing to the growth of our branch in the dynamic Pacific Northwest market. Your day-to-day responsibilities will center on cultivating deep, long-term relationships with high-net-worth individuals and families. This includes conducting comprehensive financial needs assessments, recommending bespoke strategies for wealth preservation and growth, and coordinating with specialized teams such as J.P. Morgan Wealth Management advisors. In the vibrant Kent community, you will engage with clients through in-branch consultations, virtual meetings, and community events, leveraging JPMorgan Chase's cutting-edge digital platforms to enhance accessibility and convenience. Success in this role requires a blend of financial acumen and interpersonal finesse to uncover opportunities and deliver measurable value. We seek passionate professionals who thrive in a collaborative, high-performance environment. Joining JPMorgan Chase means access to world-class resources, ongoing training, and a supportive culture that fosters career advancement. If you are driven by the opportunity to impact clients' financial futures and grow within one of the world's most admired financial institutions, this Private Client Banker role offers a rewarding path in the heart of Kent, WA.

Key Responsibilities

• Serve as the primary point of contact for a portfolio of Chase Private Client customers, providing personalized banking, lending, and investment advice
• Identify client needs and recommend tailored financial solutions, including deposit accounts, mortgages, credit cards, and investment products from JPMorgan Chase
• Build and deepen relationships with high-net-worth individuals and families in the Eastside South Market area of Kent, WA, through proactive outreach and branch interactions
• Collaborate with branch teams, including Wealth Management Advisors and Mortgage Specialists, to deliver holistic financial planning
• Conduct financial reviews and portfolio assessments to ensure alignment with clients' goals and risk tolerance
• Drive business growth by prospecting new clients within the local community and referring opportunities to other Chase lines of business
• Ensure compliance with all JPMorgan Chase policies, federal regulations, and ethical standards in all client interactions
• Educate clients on digital tools like Chase Mobile app and online banking to enhance their experience
• Monitor market trends and economic conditions to provide timely advice on investment strategies
• Maintain accurate records of client interactions and transactions in JPMorgan's CRM 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 advisory roles
• Active and in good standing with state and/or national licensing requirements, including Series 6, Series 7, and Series 66 (or willingness to obtain within 120 days)
• Proven track record of building and maintaining client relationships in a high-net-worth environment
• Strong understanding of banking products, investment solutions, and wealth management principles
• Ability to work in a fast-paced branch environment in Kent, WA
• Compliance with all regulatory standards set by FINRA, SEC, and other financial authorities

Preferred Qualifications

• 3+ years of experience as a banker or advisor serving affluent clients at a major financial institution
• Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) designation
• Experience with JPMorgan Chase's digital platforms and Chase Private Client services
• Bilingual proficiency, particularly in Spanish or other languages common in the Kent, WA community
• Advanced knowledge of estate planning, retirement strategies, and credit solutions

Required Skills

• Financial analysis and portfolio management
• Client relationship building and retention
• Knowledge of investment products and securities
• Regulatory compliance and risk management
• Sales and business development
• Active listening and consultative advising
• Proficiency in Microsoft Office and financial software
• Digital banking tools and CRM systems
• Problem-solving and decision-making
• Communication, both verbal and written
• Time management and prioritization
• Team collaboration and leadership
• Ethical judgment in high-stakes environments
• Market research and economic awareness
• Cultural sensitivity for diverse client base in Kent, WA

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 generous company match up to 5%
• Paid time off including vacation, sick days, and 16 weeks of paid parental leave
• Access to tuition reimbursement and professional development programs through JPMorgan Chase's learning academy
• Employee stock purchase plan and annual bonus opportunities
• Wellness programs including gym memberships, mental health support, and financial wellness coaching
• Relocation assistance if applicable, plus commuter benefits for Kent, WA location

JP Morgan Chase is an equal opportunity employer.