Affluent Client Relationship Advisor

JPMorgan Chase & Co.; New York (NY); On-site; USD 55,000 - 75,000; Full time

Job summary

JPMorgan Chase & Co. is looking for a Private Client Banker in New York to manage affluent client relationships while ensuring compliance with banking regulations. The ideal candidate has over a year of experience in banking or financial services and excels in building long-lasting client connections.

You will be responsible for advising clients on financial needs and facilitating banking services. Candidates must possess strong communication skills and a commitment to a long-term career with the firm.

Qualifications

• 1+ year of Branch Banking Banker or equivalent experience in financial services.
• Required certifications must be completed within 180 days of starting.
• Ability to work branch hours, including weekends and some evenings.

Responsibilities

• Manage client's banking relationship through an advice-based approach.
• Share self-service options for convenient account access.
• Adhere to regulatory banking requirements.

Skills

Relationship-oriented approach

Client acquisition

Excellent communication skills

Team orientation

Education

High school degree or GED

College degree or military equivalent

Job description

JPMorgan Chase & Co. is looking for a Private Client Banker in New York to manage affluent client relationships while ensuring compliance with banking regulations. The ideal candidate has over a year of experience in banking or financial services and excels in building long-lasting client connections.

You will be responsible for advising clients on financial needs and facilitating banking services. Candidates must possess strong communication skills and a commitment to a long-term career with the firm.