Private Client Banker - Ocean Blvd and Monterey Rd - Stuart, FL

Location: Stuart, FL, United States

Job Family: Private Client Bankers

About the Role

At JPMorgan Chase & Co., one of the world's leading financial services firms, we are seeking a dedicated Private Client Banker to join our team at the Ocean Blvd and Monterey Rd branch in Stuart, FL. As a Private Client Banker, you will be the trusted advisor and primary point of contact for a select group of Chase's affluent clients, delivering tailored banking, investment, and lending solutions that align with their unique financial goals. In this role, you will embody Chase's commitment to excellence by fostering long-term relationships, uncovering opportunities to enhance client wealth, and providing exceptional service that sets us apart in the competitive financial services landscape. Your expertise will help affluent individuals and families in the Stuart community navigate complex financial decisions, from everyday banking needs to sophisticated wealth management strategies. Key to success in this position is your ability to engage proactively with clients, conducting in-depth financial reviews to recommend personalized products such as premium deposit accounts, jumbo mortgages, and diversified investment portfolios through our Chase Wealth Management platform. You will collaborate seamlessly with a network of specialists, including financial advisors and mortgage experts, to offer holistic guidance on topics like retirement planning, estate strategies, and liquidity management. At JPMorgan Chase, we value innovation and client-centricity, so you will leverage cutting-edge digital tools and analytics to monitor portfolios, anticipate needs, and drive measurable outcomes, all while ensuring strict adherence to regulatory standards like those set by the SEC and FINRA. This role offers a dynamic environment in a vibrant coastal location, where you can contribute to branch growth by sourcing new high-net-worth clients through community involvement and referral networks. If you are passionate about financial services, thrive in a goal-oriented setting, and are eager to make a meaningful impact on clients' financial futures, join JPMorgan Chase to advance your career while helping our clients achieve theirs.

Key Responsibilities

• Serve as the primary relationship manager for a portfolio of Chase's affluent Private Clients, providing personalized banking, investment, and credit solutions
• Engage with branch customers to identify opportunities for deepening relationships through comprehensive financial planning
• Conduct needs-based assessments to recommend appropriate products such as checking/savings accounts, credit cards, mortgages, and investment portfolios
• Collaborate with Chase Wealth Management Advisors and other specialists to deliver holistic advice on wealth preservation and growth
• Drive branch sales goals by proactively sourcing new affluent clients and expanding existing relationships
• Ensure compliance with all regulatory requirements, including KYC, AML, and securities regulations
• Educate clients on digital banking tools and mobile apps to enhance their Chase experience
• Monitor client portfolios and provide ongoing support for life events like retirement planning or estate management
• Participate in community events in Stuart, FL to build Chase's brand and attract high-value clients
• Maintain accurate records in CRM systems and prepare reports on client interactions and performance metrics

Required Qualifications

• Bachelor's degree or equivalent experience in finance, business, or a related field
• At least 2 years of experience in financial services, preferably in client-facing roles such as banking or wealth management
• Active Series 6, 7, and 66 (or equivalent) securities licenses, or willingness to obtain within 120 days of hire
• Active and in good standing Notary certification, or ability to obtain within 30 days of hire
• Proven track record of building and maintaining relationships with high-net-worth clients
• Strong understanding of financial products including deposits, loans, investments, and credit solutions
• Ability to work in a branch environment and meet sales and service goals

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience in affluent client banking or private wealth management at a major financial institution
• Bilingual proficiency in English and Spanish to serve diverse client bases in Florida
• Demonstrated success in cross-selling complex financial products like mortgages and investment advisory services
• Knowledge of local market dynamics in the Stuart, FL area for tailored client advice

Required Skills

• Financial analysis and product knowledge
• Client relationship management
• Sales and consultative selling techniques
• Regulatory compliance and risk management
• Investment advisory basics
• Credit assessment and lending principles
• Digital banking and CRM software proficiency (e.g., Salesforce)
• Communication and active listening
• Problem-solving and decision-making
• Time management and prioritization
• Team collaboration and networking
• Emotional intelligence and empathy
• Data analysis for client reporting
• Presentation and negotiation skills
• Adaptability to market changes in financial services

Benefits

• Comprehensive medical, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with company matching up to 6% of eligible compensation
• Generous paid time off, including vacation, sick days, and parental leave
• Tuition reimbursement and professional development programs for certifications like CFP
• Performance-based annual bonuses and incentive compensation tied to client satisfaction and sales goals
• Employee stock purchase plan and access to JP Morgan's financial wellness resources
• On-site fitness centers or gym reimbursements at select locations, plus wellness programs
• Relocation assistance if applicable, and employee assistance programs for personal support

JP Morgan Chase is an equal opportunity employer.