Private Client Banker - Southwest Teal Boulevard - Beaverton, OR

Location: Beaverton, OR, United States

Job Family: Private Client Bankers

About the Role

At JPMorgan Chase, we are a leading global financial services firm committed to helping our clients achieve their financial goals through innovative banking and wealth management solutions. As a Private Client Banker at our Southwest Teal Boulevard branch in Beaverton, OR, you will play a pivotal role in serving a select group of Chase Private Clients—our high-net-worth individuals seeking comprehensive financial advice. You will act as their trusted advisor, delivering personalized service that integrates banking, lending, and investment strategies tailored to their unique needs. This position offers the opportunity to thrive in a collaborative branch environment while contributing to JPMorgan Chase's mission of empowering clients in the Pacific Northwest community. Your day-to-day responsibilities will include building and nurturing long-term relationships with affluent clients, conducting in-depth financial consultations, and recommending a full suite of JPMorgan Chase products, from customized deposit accounts and mortgages to sophisticated investment portfolios managed by our world-class asset management teams. You will collaborate closely with branch colleagues, J.P. Morgan Advisors, and specialists to ensure seamless delivery of holistic wealth solutions. Success in this role requires a passion for client success, the ability to identify opportunities for growth, and a commitment to upholding the highest standards of compliance and ethical practices in the financial services industry. JPMorgan Chase values professional growth and offers robust training programs to support your development as a financial expert. Located in the vibrant city of Beaverton, this role allows you to make a meaningful impact on clients' lives while advancing your career within one of the world's most respected financial institutions. If you are driven, client-focused, and ready to join a team dedicated to excellence, we invite you to bring your expertise to our Private Client Banker team.

Key Responsibilities

• Serve as the primary point of contact for a portfolio of Chase Private Clients, providing personalized banking and investment advice
• Identify client needs and recommend tailored financial solutions, including lending, deposits, and investment products from JPMorgan Chase
• Build and deepen relationships with high-net-worth clients through proactive outreach, consultations, and branch interactions
• Collaborate with branch teams and specialists to deliver holistic wealth management services
• Drive business growth by acquiring new Private Client relationships and expanding existing ones
• Ensure compliance with all regulatory requirements and JPMorgan Chase policies in all client interactions
• Conduct financial planning discussions, including retirement, estate planning, and investment strategies
• Monitor client portfolios and provide ongoing support to achieve financial goals
• Participate in community events in Beaverton to enhance JPMorgan Chase's local presence
• Maintain accurate records of client interactions and transactions in Chase systems

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 banking or wealth management
• Active and in good standing with state and/or national licensing requirements, including Series 6, 7, and 66 (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 financial products such as investments, lending, and deposit solutions
• Excellent communication and interpersonal skills to engage with affluent clients
• Ability to work in a branch setting and meet sales and service targets

Preferred Qualifications

• 3+ years of experience as a banker or advisor serving high-net-worth individuals
• Certified Financial Planner (CFP) or similar professional certification
• Experience with JPMorgan Chase products and services
• Bilingual proficiency, particularly in Spanish, to serve diverse client bases in the Beaverton area
• Advanced knowledge of wealth management tools and compliance regulations

Required Skills

• Financial analysis and planning
• Investment product knowledge
• Client relationship management
• Sales and negotiation
• Regulatory compliance (e.g., FINRA, SEC)
• Risk assessment
• CRM software proficiency (e.g., Salesforce)
• Active listening and empathy
• Problem-solving and decision-making
• Time management and organization
• Presentation and public speaking
• Data analysis for client insights
• Team collaboration
• Adaptability in a dynamic financial environment
• Ethical judgment and integrity

Benefits

• Competitive base salary plus uncapped incentive compensation based on performance
• Comprehensive medical, dental, and vision insurance plans
• 401(k) savings plan with company match up to 5% of eligible compensation
• Generous paid time off, including vacation, sick days, and parental leave
• Tuition reimbursement for professional development and certifications
• Employee stock purchase plan and access to financial wellness programs
• Health and wellness benefits, including gym memberships and mental health support
• Opportunities for career advancement within JPMorgan Chase's global network

JP Morgan Chase is an equal opportunity employer.