Affluent Client Relationship Banker

JP Morgan Chase; Princeton (NJ); On-site; USD 65,000 - 120,000; Full time

Job summary

JPMorgan Chase in New Jersey is seeking a Private Client Banker in Branch Banking to manage affluent clients’ relationships, drive growth, and connect customers with specialists for tailored financial solutions.

You will actively solicit referrals, maintain compliance with regulatory requirements, and work with a team to deliver education and advice aligned to clients’ financial goals.

Qualifications

• Proven relationship-focused approach to acquiring and expanding client base.
• Experience in financial services with a track record of revenue generation.
• Familiarity with SIE exam and FINRA licenses; or ability to obtain within 180 days of start.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.
• High school diploma or foreign equivalent.

Responsibilities

• Share value of Chase Private Client with eligible clients.
• Manage client relationships with an advice-based approach for best products and services.
• Coordinate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers for specialized needs.
• Facilitate self-service options for clients to access accounts 24/7.
• Adhere to banking policies, procedures, and regulatory requirements.

Skills

Relationship management

New client acquisition

Regulatory compliance

Communication

Education

High school diploma

College degree or military equivalent

Job description

JPMorgan Chase in New Jersey is seeking a Private Client Banker in Branch Banking to manage affluent clients’ relationships, drive growth, and connect customers with specialists for tailored financial solutions.

You will actively solicit referrals, maintain compliance with regulatory requirements, and work with a team to deliver education and advice aligned to clients’ financial goals.