Private Client Banker - (New Build) Irmo - Columbia, SC

Location: Columbia, SC, United States

Job Family: Private Client Bankers

About the Role

At JP Morgan Chase, we are building the future of financial services, and as a Private Client Banker in our new Irmo branch in Columbia, SC, you will play a pivotal role in that vision. You will serve as the trusted advisor for a select group of Chase Private Clients, providing holistic financial solutions that encompass banking, investments, and lending. In this dynamic role, you will engage with high-net-worth individuals, understanding their unique goals to deliver personalized strategies that leverage JP Morgan Chase's world-class resources. As part of a new build branch, you will contribute to establishing a premier client experience from the ground up, fostering long-term relationships that drive loyalty and growth in the local market. Your day-to-day responsibilities will include conducting in-depth financial consultations, recommending tailored products such as customized investment portfolios, premium credit options, and mortgage solutions, all while ensuring adherence to the highest standards of compliance and risk management. Collaborating with branch colleagues, wealth advisors, and specialists, you will create seamless experiences that embody JP Morgan Chase's commitment to excellence. You will also proactively identify opportunities to expand client relationships, participating in community events to strengthen our presence in Columbia, SC, and supporting the branch's launch with operational insights and client onboarding. We value professionals who thrive in a client-centric environment, bringing passion for financial empowerment and a drive for results. This position offers the chance to grow within one of the world's leading financial institutions, with access to cutting-edge tools, ongoing training, and a supportive culture that prioritizes innovation and inclusion. Join us to help shape the financial futures of our clients in this exciting new chapter for JP Morgan Chase in Irmo.

Key Responsibilities

• Serve as the primary point of contact for a portfolio of Chase Private Clients, delivering personalized banking, investment, and credit solutions
• Conduct comprehensive financial needs assessments to recommend tailored products like mortgages, credit cards, and investment portfolios
• Build and deepen relationships with high-net-worth clients through proactive outreach, financial planning sessions, and customized advice
• Collaborate with branch teams and specialists to ensure seamless client experiences in the new Irmo branch
• Drive client acquisition and retention by identifying opportunities for cross-selling Chase wealth management and advisory services
• Maintain compliance with all regulatory requirements, including KYC, AML, and securities regulations
• Participate in branch events and community outreach to enhance JP Morgan Chase's presence in the Columbia, SC market
• Monitor market trends and provide timely insights to clients on investment strategies and economic updates
• Support the launch of the new build branch by contributing to setup, training, and operational readiness

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 client relationships in a high-net-worth environment
• Strong understanding of banking products, investment solutions, and credit services
• Ability to work in a fast-paced branch setting with new build operational demands

Preferred Qualifications

• Advanced certifications such as CFP or CFA
• Experience in private banking or wealth management at a major financial institution
• Familiarity with Chase's digital platforms and mobile banking tools
• Bilingual proficiency, particularly in Spanish, to serve diverse client bases
• Prior involvement in branch openings or new market expansions

Required Skills

• Financial analysis and portfolio management
• Client relationship building and consultative selling
• Knowledge of investment products and securities regulations
• Credit assessment and lending principles
• Digital banking tools and CRM software proficiency
• Regulatory compliance and risk management
• Communication and presentation skills
• Problem-solving and decision-making under pressure
• Team collaboration in a branch environment
• Market research and economic trend analysis
• Customer service excellence
• Time management and organizational skills
• Adaptability to new technologies and branch operations
• Ethical judgment in financial advising
• Sales acumen for wealth management products

Benefits

• Comprehensive medical, dental, and vision insurance plans with multiple coverage options
• 401(k) retirement savings plan with company matching contributions up to 5% of eligible pay
• Generous paid time off, including vacation, sick days, and parental leave
• Tuition reimbursement and professional development programs for certifications like CFP
• Employee stock purchase plan and performance-based annual bonuses
• Wellness programs including gym memberships, mental health resources, and financial wellness coaching
• Flexible work arrangements and commuter benefits for the Columbia, SC location
• Access to exclusive Chase employee perks, such as priority banking services and travel discounts

JP Morgan Chase is an equal opportunity employer.