Elite Private Client Banker: Relationship Growth & Advisory

JPMorganChase; New York (NY); On-site; USD 70,000 - 110,000; Full time

Job summary

JPMorgan Chase in New York seeks a Private Client Banker in Branch Banking who will be the main contact for a select group of affluent clients, manage their full banking relationship, and proactively solicit referrals to grow balances. You will collaborate with Private Client Advisors and Mortgage Bankers to connect clients with experts while encouraging self-service access.

The role requires at least 1 year of branch banking experience, licenses (SIE, Series 6/7) or timeline to obtain, and

Qualifications

• Proven ability to acquire and deepen client relationships.
• 1+ year of branch banking experience with new client acquisition.
• Ability to obtain SIE, Series 6/7, and state licenses within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.
• High school diploma or equivalent (foreign degrees considered).
• Adherence to policies and regulatory banking requirements.
• Ability to work weekends and some evenings.
• Excellent communication and teamwork skills.
• College degree or military equivalent preferred.
• Experience with affluent clients is a plus.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationships through an advice-based approach.
• Partners with Specialists to connect clients to experts.
• Promotes self-service options and access to accounts 24/7.
• Adheres to policies, procedures, and regulatory requirements.

Skills

Relationship building

Client acquisition

Regulatory compliance

Communication

Team orientation

Adaptability

Sales focus

Education

High school diploma or equivalent

College degree

Tools

NMLS registration

SIE/Series 6/7 licenses

Job description

JPMorgan Chase in New York seeks a Private Client Banker in Branch Banking who will be the main contact for a select group of affluent clients, manage their full banking relationship, and proactively solicit referrals to grow balances. You will collaborate with Private Client Advisors and Mortgage Bankers to connect clients with experts while encouraging self-service access.

The role requires at least 1 year of branch banking experience, licenses (SIE, Series 6/7) or timeline to obtain, and