Private Client Banker Jobs
Private Client Banker jobs are open across retail banking, wealth management, and credit unions, from entry-level associate to senior and relationship manager roles, with specializations in high-net-worth client services, investment referrals, and lending solutions. Scan the live roles below and apply to whichever ones fit.
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You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
- Shares the value of Chase Private Client with clients that may be eligible
- Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
- Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
- Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
- Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
- Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
- 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
- Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
- Compliance with Dodd Frank/Truth in Lending Act*
- High school degree, GED, or foreign equivalent
- Adherence to policies, procedures, and regulatory banking requirements
- Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
- Excellent communication skills
- College degree or military equivalent
- Experience cultivating relationships with affluent clients
- Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: https://mortgage.nationwidelicensingsystem.org/Safe/SitePages/default.aspx
ABOUT USYou have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
- Shares the value of Chase Private Client with clients that may be eligible
- Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
- Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
- Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
- Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
- Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
- 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
- Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
- Compliance with Dodd Frank/Truth in Lending Act*
- High school degree, GED, or foreign equivalent
- Adherence to policies, procedures, and regulatory banking requirements
- Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
- Excellent communication skills
- College degree or military equivalent
- Experience cultivating relationships with affluent clients
- Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: https://mortgage.nationwidelicensingsystem.org/Safe/SitePages/default.aspx
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Find Private Client Banker JobsPrivate Client Banker Job Market
Who's Hiring
- JPMorganChase189
- KeyBank61
- Wintrust Financial Corporation2
- BANCO DE CREDITO E INVERSIONES1
Top Industries Hiring
- Banking & Financial Services
What Employers Look For
The qualifications that appear most often in private client banker jobs.
- Bachelor's degree in finance, business, or a related field
- Series 6, 63, or 65 securities license or willingness to obtain
- Demonstrated experience managing and growing a high-net-worth client portfolio
- Proficiency with CRM platforms and core banking systems
- Strong consultative sales and client relationship-building skills
- Knowledge of investment, lending, and deposit products for affluent clients
Tips for Your Private Client Banker Job Search
Quantify your book of business
Hiring managers want to see the size of the client relationships you managed, the assets you helped grow, and the referral revenue you generated. Pull those numbers from your performance reviews before you write a single bullet on your resume.
Earn your Series 6 or 65 early
Many private client banker postings require or strongly prefer a Series 6, 63, or 65 license. Getting licensed before you apply removes a contingency from your offer and signals you're ready to sell investment and insurance products from day one.
Apply early to roles that fit
Migrate Mate lists private client banker openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Target postings by client segment
Job titles vary by the wealth tier the bank serves, so filter openings by terms like 'affluent,' 'premier,' or 'private banking' to find roles that match your experience managing high-net-worth versus mass-affluent clients.
Prepare a client scenario for interviews
Interviewers frequently ask you to walk through how you'd handle a client consolidating assets from another institution. Rehearse a specific scenario where you identified a need, proposed a solution across deposits and investments, and closed the relationship.
Negotiate on the full compensation package
Private client banker offers typically include a base, a production bonus tied to net new assets, and a referral credit structure. Understand how each component is calculated before you accept so you can negotiate the threshold or split, not just the base.
Private Client Banker Jobs: Frequently Asked Questions
Which companies are hiring the most private client bankers?
JPMorganChase, KeyBank, and Wintrust Financial Corporation are hiring the most private client bankers right now, with openings concentrated in New York, California, and Illinois, based on current listings on Migrate Mate as of November 2026. Regional banks and credit unions are also actively hiring alongside the large national institutions.
How many private client banker jobs are remote?
About 0% of private client banker openings are fully remote or hybrid as of November 2026, reflecting the relationship-driven, in-person nature of most wealth banking roles. The sub-areas most likely to offer remote or hybrid arrangements include back-office client servicing, digital banking advisory, and certain outbound acquisition roles.
How do you become a private client banker?
Start by earning a bachelor's degree in finance, economics, or business, then gain foundational experience in retail banking or financial services. Obtain your Series 6 or Series 65 license, as most private client roles require securities registration. Build a record of growing client relationships and managing assets, then target roles explicitly focused on affluent or high-net-worth client segments.
Can you get hired as a private client banker with little experience?
Yes, some banks hire candidates with limited experience into associate or junior private client banker roles, particularly if you have a relevant degree and strong interpersonal skills. Focus on positions at regional banks or credit unions, highlight any sales or customer-facing banking experience you have, and prioritize getting licensed early since that removes a common barrier to entry.
What does the private client banker interview process look like?
The process typically starts with a phone screen from a recruiter or branch manager, followed by one or two in-person or video rounds with the hiring manager and sometimes a regional director. Expect behavioral questions about client acquisition and retention, a scenario where you walk through a needs-based financial conversation, and in some cases a brief role-play exercise to assess your consultative sales approach.
Where can I find and apply to private client banker jobs?
You can find and apply to private client banker jobs on Migrate Mate, which lists current openings from across the United States. Search for roles that match your experience level and client segment focus, then apply directly to each listing that fits your background and location preferences.
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