Private Client Banker - Wheaton South - Wheaton, IL

Location: Wheaton, IL, United States

Job Family: Private Client Bankers

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a rich history of innovation and client-centric solutions. As a Private Client Banker at our Wheaton South branch in Wheaton, IL, you will play a pivotal role in delivering exceptional wealth management services to high-net-worth individuals and families. You will act as the trusted advisor for a select group of Chase Private Client members, combining personalized banking with sophisticated investment strategies to help clients achieve their financial goals. This position offers the opportunity to leverage JP Morgan's vast resources, including access to world-class research and a network of experts, in a dynamic branch environment focused on community engagement and growth. Your day-to-day responsibilities will include conducting in-depth financial consultations, recommending customized products such as deposit accounts, lending solutions, and investment portfolios tailored to client needs. You will proactively identify opportunities to deepen relationships, cross-sell JP Morgan's premium offerings, and ensure seamless integration of services like mortgage advisory and retirement planning. Working closely with branch colleagues and external partners, you will uphold the highest standards of integrity and compliance, navigating complex regulations to protect client interests while driving business results in the competitive financial services landscape of the greater Chicago area. We value professionals who thrive in a collaborative, high-performance culture and are passionate about empowering clients' financial success. This role not only provides exposure to JP Morgan Chase's global platform but also opportunities for career advancement within our Private Banking and Wealth Management divisions. If you are results-oriented, client-focused, and eager to contribute to a legacy of excellence, join us in Wheaton to make a meaningful impact on clients' lives.

Key Responsibilities

• Serve as the primary point of contact for a portfolio of Chase Private Client customers, providing personalized banking, investment, and financial planning advice
• Identify and pursue new business opportunities within the branch and local community to grow client relationships and assets under management
• Conduct comprehensive financial reviews and recommend tailored solutions including deposits, loans, credit cards, mortgages, and investment strategies
• Collaborate with branch teams, specialists, and partners to deliver holistic wealth management services aligned with JP Morgan Chase's offerings
• Ensure compliance with all regulatory requirements, including KYC, AML, and fiduciary standards in every client interaction
• Host client events, seminars, and consultations to educate on market trends and JP Morgan investment products
• Monitor client portfolios and proactively address needs to enhance satisfaction and retention
• Drive branch performance by coaching colleagues on client service best practices and cross-selling opportunities
• Maintain accurate records in CRM systems and prepare reports on client activities and performance metrics
• Contribute to a positive branch environment by fostering teamwork and upholding JP Morgan's core values

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• At least 2 years of experience in financial services, retail banking, or client advisory roles
• 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)
• Proven track record of meeting or exceeding sales and client service targets
• Strong understanding of investment products, wealth management, and banking regulations
• Ability to build and maintain relationships with high-net-worth individuals
• Excellent communication and interpersonal skills for client interactions

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience working with Chase Private Client or similar premium banking programs
• Knowledge of local Wheaton, IL market and community networking
• Bilingual proficiency in Spanish or another language to serve diverse clients
• Prior leadership experience in branch or team settings

Required Skills

• Financial analysis and portfolio management
• Investment product knowledge (mutual funds, ETFs, annuities)
• Client relationship building and retention
• Sales and negotiation techniques
• Regulatory compliance (FINRA, SEC, CFPB)
• CRM software proficiency (e.g., Salesforce)
• Risk assessment and credit analysis
• Presentation and public speaking
• Problem-solving and decision-making
• Time management and prioritization
• Active listening and empathy
• Team collaboration and leadership
• Market trend analysis
• Digital banking tools and fintech awareness
• Cultural sensitivity for diverse client base

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 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 for certifications like CFP
• Employee stock purchase plan and access to JP Morgan's wealth management resources
• Wellness programs including gym memberships, mental health support, and financial counseling
• Relocation assistance if applicable, plus commuter benefits for Wheaton, IL location

JP Morgan Chase is an equal opportunity employer.