JPMorgan Chase
Private Client Banker - Fort Lauderdale Downtown - Fort Lauderdale, FL
Fort Lauderdale, FL · Full-time · Posted Oct 28, 2026
- Experience
- 1+ year; branch banking banker or equivalent financial services experience.
- Education
- High school degree, GED, or foreign equivalent. College degree or military equivalent preferred.
About the job
Manages banking relationships for affluent and other branch clients, offering tailored advice, products, and referrals to specialists while developing new client relationships.
What you'll do
- Manage client banking relationships and recommend products and services suited to their needs.
- Acquire new clients through referrals and internal and external sources; connect customers with financial specialists.
- Set up self-service banking options and comply with banking policies and regulations.
What they ask for
- Demonstrated success acquiring and deepening client relationships using a relationship-oriented approach.
- At least 1 year of branch banking banker experience or equivalent financial services experience, with success in client acquisition, relationship management, and revenue generation.
- Required securities exams, state registration, and Life licenses, or successful completion within 180 days of starting, if not already registered.
- High school degree, GED, or foreign equivalent; ability to work branch hours, including weekends and some evenings.
Nice to have
- Excellent communication skills; experience cultivating relationships with affluent clients.
- College degree or military equivalent; strong team orientation.
Tools
Securities Industry Essential (SIE) exam, FINRA Series 6/7, NMLS
Model-written summary · the original posting is authoritative