Elite Private Client Banker: Wealth & Relationship Growth

JPMorgan Chase & Co.; New York (NY); On-site; USD 75,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. is hiring a Private Client Banker in Branch Banking to manage the complete banking relationship for affluent clients. You will solicit referrals, collaborate with specialists, and provide tailored financial advice to grow client balances.

The role requires 1+ year of banking experience, various licenses, and compliance with Dodd-Frank and Truth in Lending Act. Weekend hours may be required, with a focus on exceptional service.

Qualifications

• 1+ year Branch Banking Banker or equivalent experience in financial services
• SIE exam, FINRA Series 6/7, state registration (63/66 if required) and Life licenses required or must complete within 180 days
• Compliance with Dodd-Frank/Truth in Lending Act
• High school degree, GED, or foreign equivalent
• 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
• 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
• Adheres to policies, procedures, and regulatory banking requirements

Skills

Relationship management

Sales experience

Regulatory compliance

Communication skills

Education

High school diploma

College degree or military equivalent

Job description

JPMorgan Chase & Co. is hiring a Private Client Banker in Branch Banking to manage the complete banking relationship for affluent clients. You will solicit referrals, collaborate with specialists, and provide tailored financial advice to grow client balances.

The role requires 1+ year of banking experience, various licenses, and compliance with Dodd-Frank and Truth in Lending Act. Weekend hours may be required, with a focus on exceptional service.