JPMorgan Chase
Private Client Banker - Greater Milwaukee Market - Brookfield, WI
Brookfield, WI · Full-time · Posted Oct 29, 2026
- Experience
- 1+ year in Branch Banking Banker or equivalent financial services experience. Required licensing may be completed within 180 days of starting if not already registered.
- Education
- High school degree, GED, or foreign equivalent.
About the job
Manages banking relationships for affluent clients and other branch customers, providing tailored advice, connecting them with specialists, and acquiring new clients.
What you'll do
- Manage and deepen client banking relationships through an advice-based approach and recommend suitable products and services.
- Acquire new clients through referrals and internal and external sources; partner with specialists to address clients’ financial needs.
- Promote self-service banking options and comply with policies, procedures, and regulatory requirements.
What they ask for
- Demonstrated success acquiring and deepening client relationships using a value-added, relationship-oriented approach.
- 1+ year of Branch Banking Banker or equivalent financial services experience, with success in client acquisition, relationship management, and revenue generation.
- High school degree, GED, or foreign equivalent.
- Required securities exams, registrations, and Life licenses—or successful completion within 180 days of starting if not already registered; NMLS registration under the SAFE Act is also required.
Nice to have
- Excellent communication skills and experience cultivating relationships with affluent clients.
- College degree or military equivalent; strong team orientation and commitment to a long-term career with the firm.
Tools
Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration, Life licenses, NMLS
Model-written summary · the original posting is authoritative