Private Client Banker SB - W Adams and Laura

Location: Jacksonville, 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 for our branch at West Adams and Laura in Jacksonville, FL. As a Private Client Banker, you will be the trusted advisor and primary point of contact for a select group of our affluent Chase Private Client members, as well as other high-net-worth individuals and branch customers. In this role, you will leverage JPMorgan's extensive resources to deliver tailored financial solutions, helping clients achieve their wealth-building goals in a dynamic and supportive environment. This position is ideal for professionals passionate about personalized banking and committed to upholding the highest standards of client service in the financial services industry. Your day-to-day responsibilities will include managing a portfolio of affluent clients by conducting in-depth financial reviews, recommending investment strategies, lending options, and deposit products from JPMorgan Chase's robust suite of offerings. You will proactively identify opportunities to deepen relationships, such as introducing clients to our wealth management services or digital tools like Chase Mobile app enhancements. Collaboration is key; you'll work closely with branch colleagues, including investment advisors and mortgage specialists, to provide seamless, holistic advice. Additionally, you'll contribute to branch growth by engaging walk-in customers, ensuring every interaction reflects JPMorgan's commitment to excellence and innovation in financial advisory services. To succeed, you must thrive in a fast-paced branch setting where building trust and delivering results are paramount. You'll navigate complex financial landscapes, stay abreast of market trends, and ensure all activities comply with federal regulations and JPMorgan's internal policies. This role offers substantial professional growth, with access to training programs, mentorship from senior leaders, and performance incentives tied to client satisfaction and asset growth. Join JPMorgan Chase in Jacksonville to make a meaningful impact on clients' financial futures while advancing your career in a globally respected institution.

Key Responsibilities

• Serve as the primary relationship manager for a portfolio of Chase Private Client affluent customers, providing personalized financial advice and solutions
• Identify and pursue new business opportunities within the branch and surrounding community to grow client assets under management
• Collaborate with branch teams, including bankers and advisors, to deliver holistic financial planning, including investments, lending, and deposit services
• Conduct regular client reviews and meetings to assess financial goals, recommend JPMorgan Chase products like wealth management tools and credit solutions
• Ensure compliance with all regulatory requirements, including KYC, AML, and FINRA standards in all client interactions
• Educate clients on digital banking platforms and Chase-specific tools to enhance their financial experience
• Monitor market trends and economic conditions to provide proactive advice on portfolio adjustments
• Support branch initiatives by cross-selling services and contributing to overall team performance goals
• Maintain accurate records of client interactions and transactions using JPMorgan's CRM systems
• Foster a welcoming environment for walk-in customers, escalating complex needs to specialized teams

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, preferably in wealth management or banking
• Active and in good standing with the Securities Industry Essentials (SIE) exam and Series 6 or 7 license
• Strong understanding of banking products, investment solutions, and credit services
• Proven track record of meeting sales targets and building long-term client relationships
• Excellent communication and interpersonal skills to engage affluent clients
• Ability to work in a branch environment in Jacksonville, FL, with flexible hours including some evenings and weekends

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience with JPMorgan Chase products and services, including Chase Private Client offerings
• Bilingual proficiency, particularly in Spanish, to serve diverse client bases in Jacksonville
• Prior leadership experience in mentoring junior bankers or team coordination
• Knowledge of local market dynamics in Northeast Florida for tailored financial advice

Required Skills

• Financial analysis and portfolio management
• Client relationship building and retention
• Sales and negotiation techniques
• Knowledge of investment products and risk assessment
• Regulatory compliance and ethical standards
• Active listening and empathy
• Problem-solving in high-pressure situations
• Proficiency in financial software like CRM and banking platforms
• Presentation and public speaking
• Time management and organizational skills
• Data analysis for client reporting
• Adaptability to market changes
• Team collaboration and leadership
• Digital literacy for online banking tools
• Cultural sensitivity for diverse clientele

Benefits

• Comprehensive medical, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with company matching up to 5% of eligible compensation
• 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 and mental health support
• JPMorgan Chase Foundation matching for charitable donations
• Flexible work arrangements and commuter benefits for Jacksonville-based employees

JP Morgan Chase is an equal opportunity employer.