Affluent Private Client Relationship Banker

JPMorgan Chase & Co.; New York (NY); On-site; USD 65,000 - 95,000; Full time

Job summary

JPMorgan Chase & Co. in New York, NY, is seeking a Private Client Banker in Branch Banking to manage the complete banking relationship for a select group of affluent clients.

You will actively solicit referrals, collaborate with specialists, and help clients access self-service options. The role emphasizes compliance with banking regulations and a client-focused, education-driven approach.

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.

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 in specialized financial needs.
• Makes lives of clients more convenient by sharing and setting up self-service options to access accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

Sales / client acquisition

Communication

Regulatory compliance

Time management

Education

High School Diploma or GED

College degree preferred

Job description

JPMorgan Chase & Co. in New York, NY, is seeking a Private Client Banker in Branch Banking to manage the complete banking relationship for a select group of affluent clients.

You will actively solicit referrals, collaborate with specialists, and help clients access self-service options. The role emphasizes compliance with banking regulations and a client-focused, education-driven approach.