Elite Private Client Banking Advisor

JPMorgan Chase & Co.; New York (NY); On-site; USD 70,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. in New York seeks a Private Client Banker in Branch Banking to serve affluent clients and manage their complete banking relationship across the firm. You will actively generate growth by offering tailored education and advice to suit financial needs.

The role focuses on building lasting relationships, soliciting referrals, and collaborating with Specialists to connect clients with experts, while ensuring access to self-service options and strict regulatory compliance.

Qualifications

• Proven ability to acquire, deepen client relationships and generate revenue.
• 1+ year in branch banking or equivalent financial services experience.
• Licensing requirements: SIE/Series 6/7 or willingness to obtain within 180 days; state licenses as needed.

Responsibilities

• Promote Chase Private Client value to eligible clients.
• Manage client relationships with an advice-based approach and tailored product/service recommendations.
• Partner with Specialists to connect clients to experts (Private Client Advisors, Mortgage Bankers, Business Relationship Managers).
• Facilitate self-service access for clients to access accounts 24/7.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

New client acquisition

Communication

Financial services knowledge

Education

High school diploma

College degree

Job description

JPMorgan Chase & Co. in New York seeks a Private Client Banker in Branch Banking to serve affluent clients and manage their complete banking relationship across the firm. You will actively generate growth by offering tailored education and advice to suit financial needs.

The role focuses on building lasting relationships, soliciting referrals, and collaborating with Specialists to connect clients with experts, while ensuring access to self-service options and strict regulatory compliance.