Elite Private Client Banker - Wealth & Advisory

JPMorgan Chase & Co.; New York (NY); On-site; USD 70,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. in New York seeks a Private Client Banker to serve affluent clients within a branch setting. You will manage the full banking relationship, employing an advice-based approach to optimize products and services for each client.

You will collaborate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with experts, while encouraging use of self-service options and maintaining compliance with banking regulations.

Qualifications

• Proven success in acquiring and deepening client relationships in financial services.
• 1+ year Branch Banking Banker or equivalent experience.
• Regulatory licensing requirements: SIE, FINRA Series 6/7, state registration as applicable, and Life licenses.

Responsibilities

• Share the value of Chase Private Client with eligible clients.
• Manage banking relationships with an advice-based approach to optimize products and services.
• Partner with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with specialists.
• Make lives of clients more convenient by promoting self-service access to accounts 24/7.
• Adhere to applicable policies, procedures, and regulatory requirements.

Skills

Relationship-building

Client acquisition

Sales & advisory

Strong communication

Education

High school diploma or equivalent

Job description

JPMorgan Chase & Co. in New York seeks a Private Client Banker to serve affluent clients within a branch setting. You will manage the full banking relationship, employing an advice-based approach to optimize products and services for each client.

You will collaborate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with experts, while encouraging use of self-service options and maintaining compliance with banking regulations.