Affluent Client Banking Advisor

JPMorganChase; Montclair (NJ); On-site; USD 70,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. in Montclair, NJ is seeking a Private Client Banker to serve affluent clients and manage comprehensive banking relationships within the branch.

You will proactively acquire new clients and coordinate with specialists to meet sophisticated financial needs. The role emphasizes advisory-based relationship management, adherence to regulatory requirements, and flexibility to work weekends and evenings in a branch setting.

Qualifications

• 1+ year Branch Banking Banker or equivalent experience in financial services.
• SIE exam, FINRA Series 6/7, state registrations (including 63 or 66 if required) and Life licenses required or completed within 180 days of starting.
• 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.

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 to connect customers to experts for specialized financial needs.
• Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

Sales experience

Regulatory compliance

Education

High school diploma or equivalent

College degree or military experience

Job description

JPMorgan Chase & Co. in Montclair, NJ is seeking a Private Client Banker to serve affluent clients and manage comprehensive banking relationships within the branch.

You will proactively acquire new clients and coordinate with specialists to meet sophisticated financial needs. The role emphasizes advisory-based relationship management, adherence to regulatory requirements, and flexibility to work weekends and evenings in a branch setting.