Elite Private Client Banking Advisor

JPMorgan Chase & Co.; New York (NY); On-site; USD 90,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. in New York seeks a Private Client Banker to manage a select group of affluent clients and their banking relationships, offering proactive guidance and tailored education to help them reach their financial goals.

You will collaborate with specialists, promote self-service options, and ensure compliance with lending and banking regulations, while working flexible hours including some weekends. The role emphasizes relationship building and growth in client balances.

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 evidence of new client acquisition and revenue generation.
• SIE exam and FINRA Series 6/7, state registration (63 or 66 if required) and Life licenses required or to be completed within 180 days of starting.
• Compliance with Dodd Frank/Truth in Lending Act requirements.
• High school diploma, GED, or foreign equivalent.
• Adherence to policies, procedures, and regulatory banking requirements.
• 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 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 accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

Client acquisition

Regulatory compliance

Education

High school diploma/GED

NMLS certification

Tools

SIE & FINRA licenses

Job description

JPMorgan Chase & Co. in New York seeks a Private Client Banker to manage a select group of affluent clients and their banking relationships, offering proactive guidance and tailored education to help them reach their financial goals.

You will collaborate with specialists, promote self-service options, and ensure compliance with lending and banking regulations, while working flexible hours including some weekends. The role emphasizes relationship building and growth in client balances.