Elite Private Client Banking Advisor

Testing Site - JPMC; New York (NY); Presencial; USD 65.000 - 90.000; Jornada completa

Descripción de la vacante

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking in New York. You will serve as the main contact for affluent clients, managing their banking relationships and driving growth through referrals and cross-selling of Chase products and services.

The role requires a proven relationship-building track record, 1+ year in branch banking, and bilingual English and Russian abilities. Regulatory and licensing requirements apply, including SIE and FINRA, with NMLS registration as

Formación

• Experience 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 revenue generation.
• SIE exam and FINRA Series 6/7 (and 63/66 if required) within 180 days or already held.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.
• National Mortgage Licensing System and Registry (NMLS) registration required.
• English and Russian bilingualism is required.

Responsabilidades

• Shares the value of Chase Private Client with eligible clients.
• Manages clients' banking relationships with an advice-based approach to optimize products and services.
• Collaborates with Specialists to connect clients to experts for specialized needs.
• Guides clients to self-service options for 24/7 access to accounts.
• Adheres to banking policies, procedures, and regulatory requirements.

Conocimientos

Relationship-building

New client acquisition

Communication skills

Bilingual: English and Russian

Educación

High school diploma or GED

Descripción del empleo

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking in New York. You will serve as the main contact for affluent clients, managing their banking relationships and driving growth through referrals and cross-selling of Chase products and services.

The role requires a proven relationship-building track record, 1+ year in branch banking, and bilingual English and Russian abilities. Regulatory and licensing requirements apply, including SIE and FINRA, with NMLS registration as