Private Client Banker - Northeast PA Market Hire

Location: Warminster, PA, 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-centric solutions. As a Private Client Banker in the Northeast PA Market Hire position based in Warminster, PA, you will play a pivotal role in delivering exceptional wealth management services to our Chase Private Client segment. This role involves acting as the trusted advisor for a select group of high-net-worth individuals, helping them navigate complex financial landscapes with personalized banking, lending, and investment strategies. You will embody JPMorgan Chase's commitment to integrity, excellence, and putting clients first, while contributing to the growth of our esteemed Private Banking division. Your day-to-day responsibilities will include conducting in-depth financial consultations, recommending bespoke solutions from our suite of products—including deposit accounts, mortgages, credit lines, and sophisticated investment options—and fostering long-term relationships that drive loyalty and referrals. Working closely with branch teams and specialized JPMorgan Chase partners, such as J.P. Morgan Wealth Management advisors, you will ensure seamless service delivery across the Northeast PA region. This position demands a proactive approach to identifying opportunities, maintaining compliance with rigorous regulatory standards, and leveraging our cutting-edge technology platforms to enhance client experiences. We seek passionate professionals who thrive in a dynamic environment and are dedicated to empowering clients to achieve their financial goals. Joining JPMorgan Chase means access to unparalleled resources, career advancement opportunities, and a culture that values diversity and inclusion. If you have a proven track record in financial services and a passion for serving affluent clients, this role offers the chance to make a meaningful impact in one of the nation's premier financial institutions.

Key Responsibilities

• Serve as the primary point of contact for a portfolio of Chase Private Clients, providing personalized financial advice and solutions
• Conduct comprehensive financial needs assessments to recommend tailored banking, lending, and investment products
• Build and deepen relationships with high-net-worth clients in the Northeast PA market, including Warminster branch operations
• Collaborate with JPMorgan Chase specialists, such as wealth advisors and mortgage experts, to deliver holistic client experiences
• Drive business growth by identifying cross-selling opportunities for deposits, credit, and investment services
• Ensure compliance with all federal and state regulations, including KYC, AML, and fiduciary standards
• Monitor client portfolios and provide proactive updates on market trends and personalized strategies
• Participate in community outreach and networking events in Northeast PA to expand client base
• Maintain accurate records in JPMorgan Chase's CRM systems and adhere to operational excellence
• Support branch-based customer service for non-private clients, enhancing overall client satisfaction

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-facing roles
• Active Series 7 and 66 (or equivalent) 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 wealth management principles
• Ability to work in a branch setting in Warminster, PA, with flexibility for Northeast PA market coverage
• Compliance with all regulatory requirements, including FINRA and SEC standards

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience with JPMorgan Chase systems and platforms, or similar large financial institutions
• Previous role in private banking or serving high-net-worth individuals (HNWIs) with assets over $500K
• Bilingual proficiency in English and Spanish to serve diverse Northeast PA clientele
• Demonstrated success in sales targets for investment and lending products

Required Skills

• Financial analysis and portfolio management
• Client relationship building and retention
• Sales and negotiation techniques
• Knowledge of investment products (stocks, bonds, mutual funds)
• Regulatory compliance (FINRA, SEC, FDIC)
• CRM software proficiency (e.g., Salesforce or JPMorgan systems)
• Risk assessment and credit analysis
• Communication and presentation skills
• Problem-solving and decision-making
• Time management and organizational abilities
• Empathy and customer service orientation
• Analytical thinking for financial planning
• Team collaboration in a matrix organization
• Adaptability to market changes and client needs
• Digital literacy for online banking and advisory tools

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance with employer contributions
• 401(k) retirement savings plan with generous company match up to 5%
• Paid time off including vacation, sick days, and 15+ paid holidays annually
• Professional development programs, including tuition reimbursement and access to JPMorgan Chase's learning academy
• Employee stock purchase plan and financial wellness resources
• Parental leave benefits and family support programs
• Wellness initiatives, including gym memberships and mental health support

JP Morgan Chase is an equal opportunity employer.