Private Client Banker - Georgia Central West Market - Atlanta, GA

Location: Sandy Springs, GA, 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, serving millions of consumers, small businesses, and many of the world's most prominent corporate, institutional, and government clients. As a Private Client Banker in the Georgia Central West Market, based in Sandy Springs, GA, you will play a pivotal role in our Consumer & Community Banking division. You will act as the trusted advisor and main point of contact for a select group of Chase's affluent Private Clients, as well as other branch customers, helping them achieve their financial goals through personalized banking, lending, and investment solutions. This position offers the opportunity to leverage JPMorgan Chase's vast resources, including access to world-class investment research and a network of specialists, to deliver exceptional value in the dynamic Atlanta financial landscape. Your day-to-day responsibilities will center on building deep, long-term relationships with high-net-worth individuals by understanding their unique financial needs and life objectives. You will conduct in-depth consultations to recommend a suite of products, from customized deposit accounts and home lending options to sophisticated investment portfolios managed through J.P. Morgan Wealth Management. Collaborating closely with branch teams and external partners, you will ensure seamless execution of client strategies while driving new business growth through proactive outreach and community engagement in the Georgia region. Compliance and risk management are integral, as you uphold the highest standards of integrity in line with FINRA, SEC, and internal JPMorgan policies. This role demands a passion for financial services and a commitment to excellence, offering significant growth potential within one of the world's most admired financial institutions. Joining JPMorgan Chase means becoming part of a supportive culture that values diversity, innovation, and professional development, with opportunities to advance into senior advisory or leadership positions. If you thrive in a client-centric environment and are eager to contribute to the success of affluent clients in Atlanta's vibrant market, this position at our Sandy Springs branch is an ideal fit.

Key Responsibilities

• Serve as the primary relationship manager for a portfolio of Chase's affluent Private Clients, delivering personalized banking, investment, and lending solutions
• Conduct comprehensive financial needs assessments to recommend tailored products such as mortgages, credit lines, and investment strategies
• Collaborate with JPMorgan specialists in investments, small business, and mortgage to provide holistic advice and seamless service
• Drive branch-based acquisition of new Private Client relationships through proactive outreach and exceptional client experiences
• Ensure compliance with all regulatory requirements, including KYC, AML, and FINRA standards in financial advisory services
• Build and deepen client relationships by providing ongoing education on market trends and portfolio performance
• Meet or exceed sales goals for deposits, loans, and investment referrals while maintaining high client satisfaction scores
• Participate in community networking events in the Georgia Central West Market to enhance JPMorgan Chase's brand presence
• Monitor client portfolios and proactively address life events or financial changes to optimize their wealth strategies
• Support branch operations by mentoring junior staff and contributing to a collaborative team environment

Required Qualifications

• Bachelor's degree or equivalent experience in finance, business, or related field
• At least 2 years of experience in financial services, retail banking, or client advisory roles
• Active and in good standing with state banking and/or insurance license requirements
• Series 6, 7, and 66 licenses or willingness to obtain within 120 days of hire
• Proven track record of building and maintaining relationships with high-net-worth clients
• Strong understanding of financial products including investments, lending, and wealth management
• Ability to work in a branch environment and meet sales and service targets

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA
• Experience in JPMorgan Chase's Private Client or wealth management services
• Bilingual proficiency in English and Spanish to serve diverse client bases in Atlanta
• Previous success in cross-selling complex financial solutions to affluent clients
• Knowledge of local Georgia market dynamics and affluent client needs

Required Skills

• Financial analysis and portfolio management
• Client relationship building and retention
• Sales and consultative selling techniques
• Knowledge of investment products and risk assessment
• Regulatory compliance in banking and securities
• Proficiency in financial software like CRM systems and Bloomberg terminals
• Strong communication and presentation skills
• Analytical thinking for financial planning
• Time management and prioritization in a fast-paced environment
• Empathy and active listening for client needs
• Negotiation skills for lending and advisory services
• Digital literacy in online banking platforms
• Team collaboration and leadership
• Market research and trend analysis
• Ethical decision-making in high-stakes financial advice

Benefits

• Competitive base salary plus uncapped incentive compensation based on performance
• Comprehensive medical, dental, and vision insurance with multiple plan options
• 401(k) retirement savings plan with generous company match up to 5%
• Paid time off including vacation, sick days, and parental leave
• Tuition reimbursement for professional certifications and advanced education
• Employee stock purchase plan and access to JPMorgan Chase's wealth management resources
• Wellness programs including gym memberships, mental health support, and financial wellness coaching
• Opportunities for career growth within JPMorgan Chase's global financial services network

JP Morgan Chase is an equal opportunity employer.