Elite Private Client Banker: Relationship & Advisory

J.P. Morgan; New York (NY); On-site; USD 60,000 - 95,000; Full time

Job summary

JPMorgan Chase in New York seeks a Private Client Banker to manage affluent clients' banking relationships with an advice-based approach. You will collaborate with specialists to address complex financial needs and promote self-service access, delivering education and tailored guidance to help clients maximize their money and life goals.

Responsibilities include growing client balances, acquiring new clients through referrals, and ensuring compliance with banking regulations.

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, cultivating, and maintaining customer relationships and revenue generation.
• SIE exam, FINRA Series 6/7, state registration and Life licenses required or to be completed within 180 days.
• Compliance with Dodd Frank/Truth in Lending Act.
• High school degree, GED, or foreign equivalent.
• Adherence to policies, procedures, and regulatory banking requirements.
• Ability to work branch hours, including weekends and some evenings.

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 who can help them with specialized financial needs.
• Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

Client acquisition

Regulatory compliance

Education

High school diploma or GED

Job description

JPMorgan Chase in New York seeks a Private Client Banker to manage affluent clients' banking relationships with an advice-based approach. You will collaborate with specialists to address complex financial needs and promote self-service access, delivering education and tailored guidance to help clients maximize their money and life goals.

Responsibilities include growing client balances, acquiring new clients through referrals, and ensuring compliance with banking regulations.