Affluent Private Client Banking Advisor

Testing Site - JPMC; Town of Babylon (NY); On-site; USD 60,000 - 90,000; Full time

Job summary

Chase is seeking a Private Client Banker in Branch Banking to manage affluent clients' banking relationships and drive growth across balances. You will solicit referrals and develop internal and external sources for new opportunities.

The role requires an advisor mindset, adherence to regulatory standards, and a commitment to delivering tailored financial education and guidance to clients.

Qualifications

• Proven ability to acquire and deepen client relationships.
• Experience meeting regulatory and licensing requirements.
• Strong communication and service orientation for affluent clients.

Responsibilities

• Manage banking relationship for a select group of clients with an advisory approach.
• Promote products and services that fit clients' financial needs.
• Collaborate with Specialists to connect clients with experts for complex needs.
• Facilitate self-service options and accessibility for clients 24/7.
• Adhere to all banking policies and regulatory requirements.

Skills

Relationship building

New client acquisition

Regulatory compliance

Communication skills

Education

High school diploma or equivalent

College degree or military equivalent

Job description

Chase is seeking a Private Client Banker in Branch Banking to manage affluent clients' banking relationships and drive growth across balances. You will solicit referrals and develop internal and external sources for new opportunities.

The role requires an advisor mindset, adherence to regulatory standards, and a commitment to delivering tailored financial education and guidance to clients.