Affluent Private Banking Advisor

JPMorganChase; East Brunswick Township (NJ); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to manage a select group of affluent clients, growing their balances and referrals through an advice-driven relationship approach. You will coordinate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with specialists as needed.

The role requires licensing or progression toward SIE/Series 6/7, and adherence to Dodd-Frank and SAFE Act requirements, with flexibility for branch

Qualifications

• Experience building client relationships and acquiring new clients in financial services.
• Familiarity with branch banking operations, policies and regulatory requirements.
• Knowledge of securities licensing requirements (SIE, FINRA Series 6/7, state registrations) or ability to obtain within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act 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.
• Partners with Specialists to connect customers to experts for complex needs.
• Facilitates self-service access to accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship management

Communication skills

Customer service

Sales/referrals

Regulatory compliance awareness

Education

College degree or military equivalent

High school diploma or GED

Tools

CRM software

Job description

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to manage a select group of affluent clients, growing their balances and referrals through an advice-driven relationship approach. You will coordinate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with specialists as needed.

The role requires licensing or progression toward SIE/Series 6/7, and adherence to Dodd-Frank and SAFE Act requirements, with flexibility for branch