Private Client Banker - Wadsworth and Belleview, Lakewood CO - Metro Southwest

Location: Lakewood, CO, United States

Job Family: Private Client Bankers

About the Role

JPMorgan Chase & Co. is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. As a Private Client Banker at our Wadsworth and Belleview branch in Lakewood, CO, within the Metro Southwest market, you will play a pivotal role in delivering exceptional wealth management and banking services to Chase Private Clients. This position combines relationship building with sophisticated financial advising, focusing on helping affluent clients achieve their goals through personalized strategies in investments, lending, and holistic planning. You will be the trusted advisor for a select portfolio, leveraging JPMorgan Chase's vast resources to provide unparalleled support in a collaborative branch environment. In this client-centric role, you will engage daily with high-net-worth individuals, uncovering their unique financial needs and recommending solutions from our comprehensive suite of products, including Chase investment advisory services, private banking options, and mortgage solutions. Responsibilities extend to proactive portfolio management, where you'll monitor market trends and client progress, ensuring alignment with their objectives while adhering to strict compliance standards set by FINRA and SEC regulations. Collaboration with branch colleagues and specialists will be key to creating seamless experiences, from everyday banking to complex wealth strategies, all while driving growth in the local Lakewood community. We seek motivated professionals passionate about financial services and client success. At JPMorgan Chase, you'll thrive in a supportive culture that values innovation, diversity, and professional growth. This role offers the opportunity to advance within one of the world's most admired financial institutions, contributing to our mission of enabling economic opportunity for all. Join us to make a meaningful impact in the lives of our clients in the vibrant Metro Southwest area of Colorado.

Key Responsibilities

• Serve as the primary point of contact for a portfolio of Chase Private Clients, providing personalized banking, investment, and lending advice
• Build and maintain long-term relationships with high-net-worth individuals, understanding their financial goals and recommending tailored solutions
• Prospect and acquire new clients within the Lakewood, CO community, focusing on Wadsworth and Belleview branch location
• Collaborate with branch teams to deliver seamless customer experiences, including deposit, credit, and mortgage services
• Conduct financial planning discussions, including retirement, estate planning, and investment strategies using JPMorgan Chase products
• Monitor client portfolios, provide ongoing support, and ensure compliance with regulatory standards
• Drive business growth by identifying opportunities for cross-selling wealth management and advisory services
• Educate clients on digital banking tools and Chase Private Client benefits to enhance their experience
• Participate in community events in Metro Southwest to promote JPMorgan Chase's brand and services
• Maintain accurate records in CRM systems and adhere to all internal controls and risk management protocols

Required Qualifications

• Bachelor's degree or equivalent experience in finance, business, or related field
• At least 2 years of experience in financial services, retail banking, or client-facing roles
• Active and in good standing with state securities and insurance licenses (Series 6/63/65 or 7/66, and Life & Health Insurance)
• Proven track record of achieving sales and client relationship goals in a banking environment
• Strong understanding of investment products, wealth management, and credit solutions
• Ability to work in a branch setting with flexible hours, including evenings and weekends
• Compliance with all regulatory requirements and JPMorgan Chase policies

Preferred Qualifications

• 3+ years of experience as a banker or advisor in private banking or wealth management
• Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) designation
• Experience with JPMorgan Chase systems and tools, such as client relationship management software
• Bilingual proficiency in English and Spanish to serve diverse client bases in the Metro Southwest area
• Previous success in growing client portfolios and cross-selling financial products

Required Skills

• Financial analysis and planning
• Client relationship management
• Sales and negotiation techniques
• Knowledge of investment products (mutual funds, ETFs, annuities)
• Credit assessment and lending principles
• Regulatory compliance (FINRA, SEC, state banking laws)
• CRM software proficiency (e.g., Salesforce or equivalent)
• Communication and presentation skills
• Problem-solving and decision-making
• Time management and organization
• Customer service orientation
• Team collaboration
• Digital literacy (online banking platforms, Microsoft Office)
• Risk management awareness
• Adaptability to client needs in a dynamic financial market

Benefits

• Competitive base salary plus uncapped incentive compensation based on performance
• Comprehensive medical, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with generous company match up to 5%
• Paid time off including vacation, sick days, and 16 weeks of paid parental leave
• Tuition reimbursement and professional development programs through JPMorgan Chase's learning academy
• Employee stock purchase plan and access to financial wellness resources
• Wellness programs including gym memberships, mental health support, and onsite fitness centers
• Chase private client perks such as priority service, exclusive events, and travel benefits

JP Morgan Chase is an equal opportunity employer.