Affluent Client Banking Advisor

JPMorgan Chase & Co.; New York (NY); On-site; USD 85,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. in New York seeks a Private Client Banker in Branch Banking to serve a selective group of affluent clients, managing their banking relationships with an education- and advice-based approach.

You will connect clients to specialists for complex needs and promote self-service options for convenient access to accounts. You will build lasting relationships, solicit referrals, adhere to regulatory requirements, and contribute to revenue growth while delivering Chase's trusted

Qualifications

• Demonstrated success acquiring and deepening client relationships.
• Experience in financial services or branch banking.
• SIE exam and FINRA licenses or ability to obtain within 180 days.
• Compliance with Dodd-Frank/Lending Act requirements.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationships with an advice-based approach.
• Partners with Specialists to connect clients to experts.
• Promotes self-service options for 24/7 access to accounts.
• Adheres to banking policies, procedures and regulatory requirements.

Skills

Relationship management

New client acquisition

Revenue generation

Compliance awareness

Financial advisory

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase & Co. in New York seeks a Private Client Banker in Branch Banking to serve a selective group of affluent clients, managing their banking relationships with an education- and advice-based approach.

You will connect clients to specialists for complex needs and promote self-service options for convenient access to accounts. You will build lasting relationships, solicit referrals, adhere to regulatory requirements, and contribute to revenue growth while delivering Chase's trusted