Affluent Private Client Banking Advisor

JP Morgan Chase; Metuchen (NJ); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to be the main contact for a select group of affluent clients and other customers. You will manage their banking relationship end-to-end, pro-actively soliciting referrals and coordinating with specialists to meet financial needs.

Responsibilities include advising clients on products, sharing self-service options, and complying with regulatory requirements such as Dodd-Frank.

Qualifications

• Demonstrated ability to acquire and deepen client relationships.
• Strong communication and interpersonal skills for advising affluent clients.
• Ability to collaborate with specialists to meet client needs.
• Willingness to work branch hours, including weekends and some evenings.
• Knowledge of regulatory banking requirements including Dodd-Frank/Truth in Lending Act.

Responsibilities

• Act as main contact for Chase Private Client while managing complete banking relationships.
• Use an advice-based approach to ensure clients receive suitable products and services.
• Partner with Private Client Advisors, Mortgage Bankers and Business Relationship Managers for complex needs.
• Provide self-service options to clients for 24/7 access to accounts.
• Adhere to policies, procedures, and regulatory requirements.

Skills

Relationship-building

Communication skills

Team orientation

Customer service

Education

High school diploma

College degree

Job description

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to be the main contact for a select group of affluent clients and other customers. You will manage their banking relationship end-to-end, pro-actively soliciting referrals and coordinating with specialists to meet financial needs.

Responsibilities include advising clients on products, sharing self-service options, and complying with regulatory requirements such as Dodd-Frank.