Elite Private Client Banker & Wealth Advisor

JPMorgan Chase & Co.; New York (NY); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in New York is hiring a Private Client Banker in Branch Banking to serve a select group of affluent clients and manage their complete banking relationship. You will use a proactive, advice-based approach to grow balances, cross-sell products, and connect clients with specialists for complex needs.

The role emphasizes excellent communication, relationship-building, and a long-term career with the firm, with branch hours including weekends and some evenings.

Qualifications

• Demonstrated experience 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 proven success in new client acquisition.
• SIE exam, FINRA Series 6/7, state registrations and Life licenses required or to be completed within 180 days.
• Compliance with Dodd Frank/Truth in Lending Act 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 for 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

New client acquisition

Communication skills

Sales & advisory

Time management

Education

High school diploma or GED

Job description

JPMorgan Chase & Co. in New York is hiring a Private Client Banker in Branch Banking to serve a select group of affluent clients and manage their complete banking relationship. You will use a proactive, advice-based approach to grow balances, cross-sell products, and connect clients with specialists for complex needs.

The role emphasizes excellent communication, relationship-building, and a long-term career with the firm, with branch hours including weekends and some evenings.