Private Client Banker - Kent Place, Englewood CO - Metro Southwest

Location: Englewood, CO, 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 Kent Place branch in Englewood, CO, you will play a pivotal role in serving the unique needs of our Chase Private Client segment. This position is ideal for a driven professional passionate about delivering exceptional wealth management and banking solutions to high-net-worth individuals and families in the Metro Southwest region. You will act as the trusted advisor, helping clients navigate complex financial landscapes while leveraging JPMorgan Chase's vast resources to build lasting relationships and drive meaningful outcomes. Your day-to-day responsibilities will center on providing holistic financial guidance, from investment strategies and retirement planning to customized lending and deposit products. You will manage a select portfolio of clients, conducting in-depth needs assessments and recommending personalized solutions that align with their goals, such as diversified portfolios through J.P. Morgan Asset Management or premium credit options via Chase. Collaboration is key; you'll work closely with branch colleagues, investment specialists, and mortgage experts to ensure a seamless, elevated client experience that embodies Chase Private Client's commitment to priority service and exclusivity. In this role, you'll also contribute to branch growth by identifying referral opportunities and participating in local community events to expand our footprint in Englewood. We value integrity, innovation, and client-centricity at JPMorgan Chase, and this position offers tremendous opportunities for professional growth within our dynamic Private Banking division. If you thrive in a fast-paced environment and have a knack for uncovering financial opportunities, join us to make a real impact on clients' financial futures while advancing your career in one of the world's most respected financial institutions.

Key Responsibilities

• Serve as the primary point of contact for a portfolio of Chase Private Client clients, providing personalized financial advice and solutions
• Build and maintain relationships with high-net-worth individuals and families in the Englewood, CO area, identifying opportunities for investment, lending, and banking products
• Conduct comprehensive financial reviews to recommend tailored strategies, including wealth planning, retirement solutions, and credit options
• Collaborate with branch teams and specialists to deliver seamless Chase Private Client experiences, such as priority service and exclusive events
• Drive business growth by prospecting new clients within the Metro Southwest community and achieving sales targets for deposits, loans, and investments
• Ensure compliance with all regulatory requirements, including FINRA and SEC guidelines, while maintaining accurate client records in JPMorgan Chase systems
• Educate clients on digital tools like Chase Mobile app and online banking to enhance their financial management
• Monitor market trends and economic conditions to proactively advise clients on portfolio adjustments and risk management
• Participate in community outreach and networking events to strengthen Chase's presence in Englewood and surrounding areas

Required Qualifications

• Bachelor's degree or equivalent experience in finance, business, or a related field
• At least 2 years of experience in client-facing roles within financial services or banking
• Active Series 6, 7, and 66 securities licenses (or willingness to obtain within 120 days)
• Valid Life, Accident, and Health insurance license (or ability to obtain)
• 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 in Englewood, CO, with flexible hours including some evenings and weekends

Preferred Qualifications

• Advanced certifications such as CFP or CFA
• Experience in wealth management or private banking at a major financial institution
• Bilingual proficiency in English and Spanish to serve diverse Metro Southwest clients
• Previous role in a Chase branch or similar high-net-worth client advisory position
• Demonstrated success in cross-selling Chase Private Client services

Required Skills

• Financial analysis and portfolio management
• Client relationship building and retention
• Sales and negotiation techniques
• Knowledge of investment products (stocks, bonds, mutual funds)
• Understanding of lending solutions (mortgages, lines of credit)
• Regulatory compliance and risk assessment
• Digital banking tools proficiency
• Communication and presentation skills
• Problem-solving and decision-making
• Time management and organization
• Empathy and active listening
• Data analysis using financial software
• Networking and prospecting
• Adaptability to market changes
• Team collaboration and leadership

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 company match up to 5% of eligible pay
• Generous paid time off, including vacation, sick days, and parental leave
• Access to tuition reimbursement and professional development programs through JPMorgan Chase's learning platform
• Employee stock purchase plan and financial wellness resources
• Exclusive perks for Chase Private Client associates, such as priority banking services and travel discounts
• Health and wellness programs including gym memberships and mental health support

JP Morgan Chase is an equal opportunity employer.