Affluent Client Banker & Wealth Advisor

Aumni; New York (NY); On-site; USD 80,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. in New York seeks a Private Client Banker who serves as the main contact for a select group of affluent clients, managing their banking relationships with an education-first, advice-based approach.

You will partner with specialists to connect clients to tailored products, promote self-service options, and ensure adherence to banking policies and regulatory requirements. Weekend/evening hours may be required.

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent experience with verifiable revenue generation.
• Compliance with Dodd Frank/Truth in Lending Act and regulatory banking requirements.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible.
• Acts as main point of contact and manages banking relationships with an advice-based approach.
• Partners with Specialists to connect clients to experts for specialized financial needs.
• Promotes self-service options to access accounts 24/7.
• Adheres to policies and regulatory banking requirements.

Skills

Relationship building

Client advisory

Sales referrals

Regulatory compliance

Time management

Education

High school degree or GED

Job description

JPMorgan Chase & Co. in New York seeks a Private Client Banker who serves as the main contact for a select group of affluent clients, managing their banking relationships with an education-first, advice-based approach.

You will partner with specialists to connect clients to tailored products, promote self-service options, and ensure adherence to banking policies and regulatory requirements. Weekend/evening hours may be required.