Affluent Private Client Banking Advisor

JPMorgan Chase & Co.; Village of New Paltz (NY); Vor Ort; USD 70.000 - 110.000; Vollzeit

Zusammenfassung

JPMorgan Chase & Co. in New York's branch network seeks a Private Client Banker to manage a select group of affluent clients, nurturing relationships and delivering tailored education and advice to help them make the most of their money.

You will work with Specialists to connect clients to experts, promote self-service options, and ensure compliance with banking regulations while growing client balances.

Qualifikationen

• Experience acquiring and deepening client relationships in financial services.
• 1+ year branch banking experience with revenue growth.
• SIE/Series 6/7 and state licenses required within 180 days of starting.

Aufgaben

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationships with an advice-based approach to deliver best products and services.
• Partners with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with experts.
• Sets up self-service options to access accounts 24/7.
• Adheres to banking policies, procedures and regulatory requirements.

Kenntnisse

Relationship management

New client acquisition

Communication skills

Financial services

Ausbildung

HS degree or GED

College degree preferred

Jobbeschreibung

JPMorgan Chase & Co. in New York's branch network seeks a Private Client Banker to manage a select group of affluent clients, nurturing relationships and delivering tailored education and advice to help them make the most of their money.

You will work with Specialists to connect clients to experts, promote self-service options, and ensure compliance with banking regulations while growing client balances.