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

Location: Lakewood, CO, United States

Job Family: Private Client Bankers

About the Role

At JPMorgan Chase, we are a leading global financial services firm with a commitment to helping our clients achieve their financial goals through innovative banking solutions. As a Private Client Banker at our Wadsworth and Jewell branch in Lakewood, CO, you will play a pivotal role in serving the Metro Southwest community's affluent clients. You will act as the trusted advisor for a select portfolio of Chase Private Clients, providing holistic financial guidance that encompasses everyday banking, sophisticated investment strategies, and customized lending options. This position demands a client-centric approach, leveraging JPMorgan Chase's vast resources to deliver exceptional service while driving branch growth in a dynamic retail environment. Your day-to-day responsibilities will include building and nurturing long-term relationships with high-net-worth individuals, conducting in-depth financial planning sessions, and identifying opportunities to expand client relationships with products like Chase Sapphire banking, J.P. Morgan Wealth Management, and mortgage services. You will collaborate closely with branch colleagues, including tellers and specialists, to ensure a seamless experience, while also engaging in proactive outreach through local events and digital channels. Compliance and ethical standards are paramount, as you navigate the complexities of the financial services industry to uphold JPMorgan Chase's reputation for integrity and excellence. We seek passionate professionals who thrive in a fast-paced setting and are eager to contribute to our mission of empowering clients in the Lakewood area. With opportunities for career advancement within one of the world's largest banks, this role offers not just a job, but a platform to make a meaningful impact on clients' financial journeys while benefiting from JPMorgan Chase's robust support and development programs.

Key Responsibilities

• Serve as the primary point of contact for a portfolio of high-net-worth Chase Private Clients, delivering personalized banking, investment, and credit solutions
• Prospect and acquire new affluent clients within the Wadsworth and Jewell branch in Lakewood, CO, through community engagement and referrals
• Conduct comprehensive financial needs assessments to recommend tailored products like mortgages, wealth management, and business banking services
• Collaborate with branch teams and specialists to ensure seamless client experiences and resolve complex inquiries
• Drive branch performance by achieving sales targets for deposits, loans, and investment products while maintaining compliance standards
• Educate clients on JPMorgan Chase's digital tools, such as Chase Mobile app and online banking, to enhance self-service capabilities
• Monitor client portfolios for opportunities to deepen relationships and upsell premium services like Chase Private Client benefits
• Ensure adherence to all regulatory requirements, including KYC, AML, and fair lending practices in the financial services industry
• Participate in local networking events in Metro Southwest to build JPMorgan Chase's brand presence among affluent communities

Required Qualifications

• Bachelor's degree or equivalent experience in finance, business, or a related field
• At least 2 years of experience in financial services, retail banking, or client-facing roles
• Active Series 6, 7, and 66 (or equivalent) securities licenses, or willingness to obtain within 120 days
• Valid Life, Accident, and Health insurance license, or ability to obtain within 120 days
• Proven track record of meeting or exceeding sales and service goals in a banking environment
• Strong understanding of banking products, investment solutions, and credit services
• Ability to work in a branch setting in Lakewood, CO, with flexible hours including evenings and weekends

Preferred Qualifications

• 3+ years of experience as a Private Banker or Wealth Management Advisor at a major financial institution
• Existing client portfolio or network in the Metro Southwest Denver area
• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Bilingual proficiency in Spanish or other languages spoken in the Lakewood community
• Experience with JPMorgan Chase systems and tools, such as client relationship management software

Required Skills

• Financial analysis and portfolio management
• Client relationship building and retention
• Sales and negotiation techniques
• Knowledge of investment products and securities
• Credit underwriting and risk assessment
• Regulatory compliance (e.g., FINRA, SEC rules)
• Digital banking tools proficiency
• Active listening and empathy
• Problem-solving and decision-making
• Time management and prioritization
• Communication (verbal and written)
• Team collaboration and leadership
• Data analysis using financial software
• Cultural sensitivity for diverse client bases
• Adaptability to market changes in financial services

Benefits

• Competitive base salary plus uncapped incentive compensation based on performance
• Comprehensive medical, dental, and vision insurance with multiple plan options
• 401(k) retirement 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 in finance
• Employee stock purchase plan and access to JPMorgan Chase's wealth management resources
• Wellness programs, including gym memberships and mental health support
• Relocation assistance if applicable for the Lakewood, CO location

JP Morgan Chase is an equal opportunity employer.