Elite Private Client Banker | Wealth Growth & Concierge

J.P. Morgan; New York (NY); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health insurance

On-site health and wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase in New York seeks a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers. You will manage their banking relationships with an advice-based approach, helping them access the best products and services to meet their needs.

You will collaborate with specialists to connect clients with experts, encourage referrals, and promote self-service access to accounts, while adhering to regulatory requirements and preserving the firm’s

Qualifications

• Experience building and deepening client relationships in financial services.
• Ability to acquire new clients and generate revenue through referrals.
• Compliance with banking regulations and licensing requirements.

Responsibilities

• Share the value of Chase Private Client with eligible clients.
• Manage client banking relationships with an advice-based approach.
• Partner with Specialists to connect clients with experts for complex needs.
• Encourage self-service options and access to accounts 24/7.
• Adhere to policies, procedures, and regulatory requirements.

Skills

Relationship management

Sales

Customer service

Education

Bachelor's degree

Job description

JPMorgan Chase in New York seeks a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers. You will manage their banking relationships with an advice-based approach, helping them access the best products and services to meet their needs.

You will collaborate with specialists to connect clients with experts, encourage referrals, and promote self-service access to accounts, while adhering to regulatory requirements and preserving the firm’s