U.S. Private Bank - National Client Banker Relationship Manager
Company: JPMorganChase
Location: Chicago
Posted on: April 1, 2026
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Job Description:
Description We are actively looking for exceptionally talented
individuals who are collaborative, confident and motivated to
provide a first-class experience to clients within J.P. Morgan’s
U.S. Private Bank. If you have an entrepreneurial mindset and are
looking to constantly challenge yourself, J.P. Morgan is the place
for you. You will be working alongside a team of talented
colleagues from other markets, businesses and functions to provide
you with the opportunity to take your career to the next level. As
a National Client Banker, you are responsible for advising families
on building, preserving and managing their wealth in partnership
with local coverage markets. You will use your knowledge of
investments, financial planning, credit and banking to both advise
current clients on all aspects of their balance sheet and
re-introduce the capabilities of the Private Bank. National Client
Bankers are responsible for a large book of clients and work in a
fast paced environment. You will be part of a national coverage
team and supported by an institutional platform that has the
resources, specialists and intellectual capital to help you advise
clients on achieving their desired goals. Job Responsibilities
Manage and maintain relationships with a large number of clients by
earning trust, understanding client needs, providing targeted
advice, developing thoughtful solutions and delivering an
exceptional client experience Generate client referrals and acquire
new assets from existing client base Advise clients on their
overall balance sheet, including asset allocation, investment
management, wealth planning, credit and banking needs Partner with
internal specialists to provide interdisciplinary expertise to
clients when needed Connect your clients across all lines of
business of J.P. Morgan Chase & Co. Ensure that proposed solutions
fulfill clients' needs and objectives in the short, medium and long
term through a holistic goals based planning approach Re-engage
with clients though proactive outreach, marketing follow up and CRM
data to introduce the Private Bank and refer opportunities to
Bankers in local coverage markets Strictly adhere to all risk and
control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, Skills Three plus years of
work experience in Private Banking or Financial Services Bachelor’s
Degree required Series 7, 66 and Insurance licenses required for
position; unlicensed candidates considered, but required to obtain
licenses within 90 days of start date
Keywords: JPMorganChase, Buffalo Grove , U.S. Private Bank - National Client Banker Relationship Manager, Accounting, Auditing , Chicago, Illinois
