Private Client Banker - SW Pittsburgh Market - Pittsburgh, PA

Location: Canonsburg, PA, United States

Job Family: Private Client Bankers

About the Role

At J.P. Morgan Chase, we are a leading global financial services firm committed to helping our clients achieve their most important financial goals. As a Private Client Banker in the SW Pittsburgh Market based in Canonsburg, PA, you will play a pivotal role in delivering exceptional service to a select group of Chase Private Clients while supporting branch customers. This position combines relationship management, sales expertise, and financial advisory to provide holistic solutions in banking, investments, and lending, all while upholding our firm's high standards of integrity and client-centric innovation in the competitive financial services industry. Your day-to-day responsibilities will include building and nurturing deep relationships with high-net-worth individuals, conducting personalized financial planning sessions, and recommending J.P. Morgan's premium products such as wealth management portfolios, mortgage solutions, and credit services tailored to the Pittsburgh region's unique economic landscape. You will collaborate with internal specialists, including investment advisors and loan officers, to create customized strategies that address clients' needs for growth, protection, and legacy planning. Success in this role requires a proactive approach to identifying opportunities, driving revenue through client acquisitions, and ensuring all interactions comply with SEC, FINRA, and other regulatory frameworks. We value professionals who thrive in a dynamic environment and are passionate about empowering clients in Southwestern Pennsylvania. Joining J.P. Morgan Chase means access to cutting-edge resources, ongoing training, and a supportive culture that fosters career advancement. If you have a proven ability to deliver results and a commitment to excellence, this opportunity allows you to contribute to our mission of reimagining the financial services experience while growing your career in private banking.

Key Responsibilities

• Serve as the primary point of contact for a portfolio of Chase Private Clients, delivering personalized banking, investment, and lending solutions
• Identify client needs through proactive consultations and recommend tailored financial products from J.P. Morgan Chase's offerings
• Drive business growth by acquiring new high-value clients in the SW Pittsburgh market and expanding relationships with existing ones
• Collaborate with branch teams and specialists to ensure seamless delivery of comprehensive wealth management services
• Conduct financial reviews and planning sessions to help clients achieve their goals, including retirement, estate planning, and investment strategies
• Maintain compliance with all federal and state regulations, including anti-money laundering (AML) and know-your-customer (KYC) protocols
• Monitor market trends and provide timely advice on opportunities within the financial services landscape
• Foster long-term client loyalty through exceptional service and regular engagement in the Canonsburg, PA branch
• Support branch operations by assisting walk-in customers and contributing to team sales targets

Required Qualifications

• Bachelor's degree or equivalent experience in finance, business, or related field
• At least 2 years of experience in client-facing financial services roles, such as banking or wealth management
• Active Series 6 and 63 licenses (or willingness to obtain within 120 days of hire)
• Proven track record of meeting sales and client retention goals in a competitive environment
• Strong understanding of banking products, investment solutions, and credit services
• Ability to build and maintain relationships with high-net-worth individuals
• Compliance with all regulatory requirements in the financial services industry

Preferred Qualifications

• Series 7 license or equivalent certification in investments
• Experience in the Pittsburgh or Southwestern Pennsylvania market
• Background in private banking or wealth advisory services
• Fluency in financial planning software and CRM tools
• MBA or advanced degree in finance

Required Skills

• Client relationship management
• Financial product knowledge (banking, investments, lending)
• Sales and negotiation techniques
• Analytical thinking for financial assessments
• Regulatory compliance expertise
• Communication and presentation skills
• CRM software proficiency (e.g., Salesforce)
• Risk management in investments
• Time management and prioritization
• Team collaboration
• Market analysis and trend forecasting
• Customer service orientation
• Problem-solving in high-stakes scenarios
• Digital banking tools familiarity
• Ethical decision-making in finance

Benefits

• Competitive base salary plus uncapped performance-based incentives and commissions
• Comprehensive medical, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with generous company matching up to 5%
• Paid time off including vacation, sick days, and 16 weeks of paid parental leave
• Professional development programs, including tuition reimbursement and access to J.P. Morgan's learning resources
• Wellness programs with gym memberships, mental health support, and financial wellness coaching
• Employee stock purchase plan and annual bonus opportunities
• Relocation assistance for eligible positions in the Pittsburgh area

JP Morgan Chase is an equal opportunity employer.