Affluent Private Client Banking Advisor

JP Morgan Chase; Metuchen (NJ); On-site; USD 75,000 - 95,000; Full time

Benefits offered by this job

Comprehensive health care coverage

On-site health centers

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching and more

Job summary

JPMorgan Chase in Metuchen, NJ is seeking a Private Client Banker in Branch Banking to be the main contact for a select group of affluent clients and other customers in the branch. You will manage their banking relationship and grow balances by offering tailored education and advice, while coordinating with specialists to connect clients with experts.

The role requires relationship-building skills, a track record in client acquisition, and compliance with banking regulations.

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition and revenue generation.
• Familiarity with regulatory and licensing requirements (SIE, FINRA 6/7, state licenses) or willingness to obtain.
• Compliance with Dodd-Frank/Truth in Lending Act and related regulations.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible.
• Acts as advisor to manage banking relationships and recommend best products.
• Partners with Specialists to connect clients to experts for specialized needs.
• Facilitates access to self-service options for clients, 24/7 availability.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship-building

Affluent client experience

Communication

Sales & referrals

Team orientation

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase in Metuchen, NJ is seeking a Private Client Banker in Branch Banking to be the main contact for a select group of affluent clients and other customers in the branch. You will manage their banking relationship and grow balances by offering tailored education and advice, while coordinating with specialists to connect clients with experts.

The role requires relationship-building skills, a track record in client acquisition, and compliance with banking regulations.