Private Client Banker - Northside Market - Chicago, IL

Location: Chicago, IL, 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 Northside Market branch in Chicago, IL, you will play a pivotal role in delivering exceptional wealth management and banking services to a select group of high-value Chase Private Clients. This position combines the artistry of personalized financial advising with the precision of JPMorgan Chase's robust product suite, including deposit accounts, mortgages, credit solutions, and investment strategies. You will act as the trusted advisor, helping clients navigate their financial goals in the dynamic Chicago market, while contributing to the branch's success in a collaborative team environment. Your day-to-day responsibilities will involve conducting in-depth client consultations to uncover needs and tailor solutions that align with JPMorgan Chase's commitment to integrity and excellence. From recommending diversified investment portfolios to facilitating seamless lending experiences, you will leverage our cutting-edge tools and market insights to empower clients. Compliance is at the heart of everything we do; you will ensure all interactions meet the highest regulatory standards, safeguarding both client interests and the firm's reputation. This role offers the opportunity to grow within a prestigious institution known for fostering talent through ongoing training and career advancement. Joining the Northside Market team means becoming part of a vibrant community in one of Chicago's most diverse neighborhoods. You will engage with clients from varied backgrounds, building lasting relationships that drive loyalty and referrals. At JPMorgan Chase, we value work-life balance and professional development, providing resources to help you excel. If you are passionate about financial services and ready to make a meaningful impact, this Private Client Banker position is your gateway to a rewarding career with one of the world's most admired banks.

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 appropriate banking, lending, and investment products
• Collaborate with branch teams to deliver seamless customer experiences and resolve complex inquiries
• Drive business growth by identifying opportunities for cross-selling Chase wealth management and mortgage services
• Ensure compliance with all federal and state regulations, including KYC and AML protocols
• Educate clients on digital tools and mobile banking to enhance their financial journey
• Monitor client portfolios and provide proactive updates on market trends and personalized strategies
• Participate in community outreach events in the Northside Chicago market to build brand loyalty
• Maintain accurate records of client interactions and transactions in JPMorgan Chase systems

Required Qualifications

• Bachelor's degree in finance, business administration, 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 of hire
• Strong understanding of banking products, investment solutions, and wealth management principles
• Excellent communication and interpersonal skills to build client relationships
• Ability to thrive in a fast-paced branch environment while adhering to regulatory standards
• Proficiency in financial planning software and Microsoft Office Suite

Preferred Qualifications

• Certified Financial Planner (CFP) designation or equivalent
• Experience working with high-net-worth individuals in a private banking setting
• Knowledge of Chase's digital banking platforms and tools
• Bilingual proficiency, particularly in Spanish, to serve diverse Chicago clientele
• Previous success in meeting sales targets for investment and lending products

Required Skills

• Financial analysis and portfolio management
• Client relationship building and retention
• Sales and negotiation techniques
• Regulatory compliance and risk management
• Investment product knowledge (e.g., mutual funds, ETFs)
• Digital banking platform proficiency
• Active listening and empathy
• Problem-solving and decision-making
• Time management in a high-volume environment
• Data entry and CRM software usage
• Public speaking for client presentations
• Adaptability to market changes
• Team collaboration and leadership
• Ethical judgment in financial advising
• Multicultural sensitivity for diverse client base

Benefits

• Competitive base salary with performance-based incentives and bonuses
• Comprehensive medical, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company matching contributions
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement and leadership training
• Employee stock purchase plan and access to financial wellness resources
• Wellness programs with gym memberships and mental health support
• Flexible work arrangements and commuter benefits for Chicago-based employees

JP Morgan Chase is an equal opportunity employer.