Private Client Banker - Horsham, PA

Location: Horsham, PA, 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-centric solutions. As a Private Client Banker in our Horsham, PA branch, you will play a pivotal role in delivering exceptional wealth management services to our select group of Chase Private Clients. This position involves being the trusted advisor for affluent individuals, helping them navigate complex financial landscapes through personalized banking, investment, and lending strategies. You will leverage JP Morgan Chase's vast resources, including access to world-class research and a network of specialists, to craft tailored solutions that align with each client's unique goals, whether it's wealth preservation, growth, or legacy planning. In this dynamic role, you will balance proactive outreach with responsive service, ensuring every interaction reinforces JP Morgan Chase's commitment to integrity and excellence in the financial services industry. Your day-to-day responsibilities will include conducting in-depth financial reviews, recommending JP Morgan Chase products like premium checking accounts, customized investment portfolios, and mortgage solutions, while adhering to the highest standards of compliance and ethical practices. You will collaborate closely with branch teams and external partners to identify opportunities for deepening client relationships and expanding JP Morgan Chase's footprint in the Horsham community. Success in this role requires a passion for financial advisory, the ability to thrive in a fast-paced environment, and a dedication to fostering long-term trust. By joining our team, you contribute to JP Morgan Chase's mission of empowering clients to achieve their financial aspirations in an ever-evolving market. We value professionals who bring enthusiasm for client success and a commitment to continuous learning. This position offers a rewarding career path within one of the world's most respected financial institutions, with opportunities for advancement into senior advisory or leadership roles. If you are driven by the challenge of serving high-net-worth clients and excited to be part of JP Morgan Chase's legacy of excellence, we invite you to apply and help shape the financial futures of our valued clients in Horsham, PA.

Key Responsibilities

• Serve as the primary point of contact for a portfolio of high-net-worth Chase Private Clients, providing personalized financial advice and solutions
• Identify and pursue new business opportunities within the branch and local community to grow client relationships
• Conduct comprehensive financial planning sessions, including investment strategies, retirement planning, and estate considerations
• Collaborate with JP Morgan Chase specialists in lending, investments, and wealth management to deliver holistic client solutions
• Manage and review client portfolios to ensure alignment with risk tolerance and financial goals
• Educate clients on JP Morgan Chase products such as checking/savings accounts, credit solutions, and investment options
• Maintain compliance with all federal and state regulations, including KYC and AML protocols
• Track and report on client interactions and sales performance using JP Morgan's CRM systems
• Participate in branch events and networking activities to enhance JP Morgan Chase's presence in Horsham, PA
• Mentor branch associates on client service best practices and product knowledge

Required Qualifications

• Bachelor's degree in finance, business, or a related field
• At least 2 years of experience in financial services, retail banking, or client advisory roles
• Active Series 7 and Series 66 (or equivalent) securities licenses, or willingness to obtain within 120 days
• Strong understanding of banking products, investment solutions, and wealth management principles
• Proven track record of meeting sales targets and building client relationships
• Excellent communication and interpersonal skills with the ability to handle high-net-worth clients
• Compliance with all regulatory requirements and adherence to JP Morgan Chase ethical standards

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience working with affluent clients in a private banking environment
• Knowledge of JP Morgan Chase's proprietary tools and platforms for client portfolio management
• Bilingual proficiency to serve diverse client bases in the Horsham, PA area
• Prior leadership experience in mentoring junior bankers or team coordination

Required Skills

• Financial analysis and portfolio management
• Client relationship building and retention
• Sales and negotiation techniques
• Knowledge of investment products and market trends
• Regulatory compliance and risk assessment
• CRM software proficiency (e.g., Salesforce or proprietary JP Morgan tools)
• Active listening and empathy in client interactions
• Problem-solving and decision-making under pressure
• Presentation and public speaking skills
• Time management and organizational abilities
• Data analysis for financial reporting
• Team collaboration and leadership
• Adaptability to evolving financial regulations
• Digital literacy in banking platforms and fintech tools
• Cultural sensitivity for diverse client demographics

Benefits

• Competitive base salary plus uncapped performance-based incentives
• 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 programs and tuition reimbursement for certifications
• Employee stock purchase plan and access to JP Morgan Chase wellness resources
• Flexible work arrangements and hybrid options where applicable
• Discounts on banking products and services for employees and family

JP Morgan Chase is an equal opportunity employer.