Bilingual Private Banking Advisor (English/Cantonese)

JPMorgan Chase & Co.; New York (NY); Vor Ort; USD 65.000 - 110.000; Vollzeit

Zusammenfassung

JPMorgan Chase & Co. in New York seeks a Private Client Banker to manage the banking relationship of affluent clients and provide tailored education and advice.

You will grow client balances by offering appropriate products and services and by soliciting referrals. You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with experts, and you will guide customers to self-service options available 24/7.

Qualifikationen

• Demonstrated ability to acquire and deepen client relationships.
• 1+ year in branch banking or equivalent with revenue growth.
• SIE/Series 6/7 and state licenses or completion within 180 days.
• Knowledge of Dodd-Frank/Truth in Lending Act requirements.
• High school diploma or equivalent.
• Ability to work branch hours, weekends, and some evenings.
• Bilingual English and Cantonese.

Aufgaben

• 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 (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts.
• Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Kenntnisse

Relationship building

New client acquisition

Regulatory compliance

Bilingual English Cantonese

Ausbildung

High school diploma or equivalent

College degree or military equivalent

Jobbeschreibung

JPMorgan Chase & Co. in New York seeks a Private Client Banker to manage the banking relationship of affluent clients and provide tailored education and advice.

You will grow client balances by offering appropriate products and services and by soliciting referrals. You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with experts, and you will guide customers to self-service options available 24/7.