Elite Private Client Banker: Wealth Advisor

J.P. Morgan; New York (NY); On-site; USD 80,000 - 120,000; Full time

Job summary

J.P. Morgan in New York is seeking a Private Client Banker to manage the banking relationships of affluent clients, offering education and tailored financial advice to help them make informed money decisions and realize their goals.

The role focuses on proactive relationship management, collaboration with specialists, and guiding clients to services that enhance their overall financial wellbeing within a compliant, secure branch environment.

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.

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

New client acquisition

Client advisory

Regulatory compliance

Communication skills

Team collaboration

Education

High school degree

College degree or military equivalent

Job description

J.P. Morgan in New York is seeking a Private Client Banker to manage the banking relationships of affluent clients, offering education and tailored financial advice to help them make informed money decisions and realize their goals.

The role focuses on proactive relationship management, collaboration with specialists, and guiding clients to services that enhance their overall financial wellbeing within a compliant, secure branch environment.