Affluent Private Client Banking Advisor

JPMorgan Chase & Co.; New York (NY); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in New York seeks a Private Client Banker in Branch Banking to serve affluent clients and manage their complete banking relationships with an advisory approach.

You will collaborate with Specialists to connect clients to experts, promote self-service options, and ensure regulatory compliance while delivering excellent service.

The role requires weekend/evening hours and a commitment to Chase's client education and financial guidance.

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, cultivating, and maintaining customer relationships and revenue generation.
• Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
• Compliance with Dodd Frank/Truth in Lending Act*
• High school degree, GED, or foreign equivalent
• Adherence to policies, procedures, and regulatory banking 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, ensuring each client receives the best products and services for their needs
• Partners with Specialists to connect customers to experts who can help them with specialized financial needs
• Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
• Adheres to policies, procedures, and regulatory banking requirements

Skills

Relationship building

New client acquisition

Communication

Customer service

Education

High School Diploma

Tools

NMLS

Job description

JPMorgan Chase & Co. in New York seeks a Private Client Banker in Branch Banking to serve affluent clients and manage their complete banking relationships with an advisory approach.

You will collaborate with Specialists to connect clients to experts, promote self-service options, and ensure regulatory compliance while delivering excellent service.

The role requires weekend/evening hours and a commitment to Chase's client education and financial guidance.