Bilingual Private Client Banker – English & Cantonese

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 a select group of affluent clients with a full banking relationship.

You will act as the main contact, offering education and advice tailored to financial needs and helping clients access products and services. The role emphasizes proactive relationship management, referrals, and collaboration with specialists to meet complex needs, including enabling 24/7 self-service access and ensuring compliance with

Qualifications

• Minimum 1+ year branch banking experience with client growth.
• SIE exam, FINRA Series 6/7 and state licenses required or must be completed within 180 days.
• Compliance with Dodd-Frank/TILA and banking regulatory requirements.

Responsibilities

• Manage the banking relationship for a select group of clients and provide education and advice.
• Acquire new clients by soliciting referrals and developing internal/external sources.
• Collaborate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to address needs.
• Promote self-service options and access to accounts 24/7.

Skills

Relationship selling

Client onboarding

Communication

Bilingual EN/Cantonese

Education

High school diploma

Job description

JPMorgan Chase & Co. in New York seeks a Private Client Banker in Branch Banking to serve a select group of affluent clients with a full banking relationship.

You will act as the main contact, offering education and advice tailored to financial needs and helping clients access products and services. The role emphasizes proactive relationship management, referrals, and collaboration with specialists to meet complex needs, including enabling 24/7 self-service access and ensuring compliance with