Affluent Client Banking Advisor

JPMorgan Chase & Co.; Mansfield Township (NJ); On-site; USD 70,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and broader customers.

You will manage the complete banking relationship, adopting an advice-based approach to offer the best products and services tailored to each client’s needs. You will partner with specialists to connect clients to experts for specialized needs, and promote self-service options to access accounts 24/7.

Qualifications

• Must have demonstrated success in acquiring and deepening client relationships.
• Experience in financial services and new client acquisition.
• Knowledge of Dodd-Frank/Truth in Lending Act requirements.
• Eligibility for required securities licenses or ability to obtain within 180 days.
• High school diploma or equivalent.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages client banking relationships with an advice-based approach.
• Partners with specialists to connect clients to experts for complex needs.
• Increases client convenience by promoting self-service options 24/7 access.
• Complies with policy, procedures and regulatory banking requirements.

Skills

Relationship building

New client acquisition

Excellent communication

Regulatory compliance knowledge

Education

High school diploma

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and broader customers.

You will manage the complete banking relationship, adopting an advice-based approach to offer the best products and services tailored to each client’s needs. You will partner with specialists to connect clients to experts for specialized needs, and promote self-service options to access accounts 24/7.