Private Client Banker - Southampton, PA

Location: Southampton, 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 our Southampton, PA branch, you will play a pivotal role in serving our elite Chase Private Client segment, comprising high-net-worth individuals seeking integrated banking, lending, and investment services. This position offers the opportunity to leverage JPMorgan's vast resources, including access to world-class research and advisory teams, to deliver exceptional value in a dynamic financial landscape. You will be instrumental in fostering trust and loyalty among clients in the Southampton community, contributing to our mission of empowering clients to achieve their financial goals. Your day-to-day responsibilities will center on building deep, personalized relationships with a select group of clients, acting as their trusted advisor for everything from everyday banking needs to sophisticated wealth strategies. You will collaborate closely with J.P. Morgan Wealth Management specialists to offer holistic solutions, such as customized investment portfolios, mortgage financing, and estate planning, all while ensuring adherence to the highest standards of compliance and risk management. By staying attuned to economic trends and leveraging JPMorgan Chase's proprietary insights, you will proactively guide clients through market volatility and opportunities, driving measurable growth in assets under management and client satisfaction scores. We value professionals who thrive in a fast-paced environment and are passionate about financial services. This role not only provides a platform for career advancement within one of the world's most admired banks but also the chance to make a tangible impact on clients' financial futures. Join us in Southampton, PA, and be part of a team dedicated to excellence, integrity, and innovation in private banking.

Key Responsibilities

• Serve as the primary point of contact for a portfolio of high-net-worth Private Clients, providing personalized banking, investment, and lending solutions
• Conduct comprehensive financial needs assessments to recommend tailored products such as Chase Private Client checking, mortgages, and investment advisory services
• Build and maintain long-term relationships with clients through proactive outreach, regular reviews, and customized wealth planning strategies
• Collaborate with branch teams and specialists to deliver seamless experiences, including coordinating with J.P. Morgan Wealth Advisors for complex investment needs
• Drive business growth by identifying opportunities to deepen client relationships and achieve sales goals for deposits, loans, and investment assets
• Ensure compliance with all JPMorgan Chase policies, federal regulations, and risk management protocols in all client interactions
• Educate clients on market trends, economic insights from J.P. Morgan Research, and digital tools like Chase Mobile for efficient banking
• Monitor client portfolios and provide updates on performance, rebalancing needs, and tax-efficient strategies
• Participate in community events in Southampton, PA, to enhance JPMorgan Chase's local presence and attract new Private Clients
• Handle escalated customer service issues with empathy and expertise to maintain client satisfaction and loyalty

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• At least 2 years of experience in client-facing roles within financial services
• Active Series 7 and Series 66 (or equivalent) securities licenses, or willingness to obtain within 120 days
• Strong understanding of banking products, investment strategies, and wealth management principles
• Proven track record of meeting sales targets and building client relationships
• Excellent communication and interpersonal skills with the ability to handle high-net-worth clients
• 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 in private banking or wealth management at a major financial institution
• Familiarity with JPMorgan Chase's proprietary tools and platforms for client portfolio management
• Bilingual proficiency, particularly in Spanish, to serve diverse client bases in the Southampton area
• Previous success in cross-selling Chase investment and lending products

Required Skills

• Financial analysis and portfolio management
• Client relationship building and retention
• Sales and negotiation techniques
• Knowledge of investment products and securities
• Regulatory compliance and risk assessment
• Proficiency in financial software like Bloomberg or JPMorgan's internal platforms
• Active listening and empathy in client consultations
• Problem-solving and decision-making under pressure
• Presentation and public speaking skills
• Data analysis for client reporting
• Time management and organizational abilities
• Adaptability to market changes and client needs
• Team collaboration with cross-functional groups
• Digital literacy in banking apps and CRM systems
• Ethical judgment in financial advising

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance with low employee premiums
• 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 access to J.P. Morgan's learning academy
• Employee stock purchase plan and other financial wellness benefits
• Wellness programs with gym memberships, mental health support, and onsite fitness facilities at select locations
• Commuter benefits and relocation assistance for eligible roles in Southampton, PA

JP Morgan Chase is an equal opportunity employer.