Private Client Advisor: Wealth & Relationship Banking

JPMorganChase; Paramus (NJ); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Flexible work arrangements

Job summary

JPMorgan Chase & Co. in Paramus, NJ seeks a Branch Banking Banker with a focus on Private Client relationships. You will actively manage client relationships using an advice-based approach to deliver tailored financial solutions.

The role requires obtaining necessary licenses (SIE/Series 6/7, state registrations) within the initial period and complying with Dodd-Frank and Truth in Lending Act requirements. Weekend/evening shifts may be required.

Qualifications

• Experience in branch banking or financial services with proven client relationship growth.
• Knowledge of regulatory banking requirements and licensing expectations.

Responsibilities

• Promote Chase Private Client value to eligible clients.
• Manage banking relationships using an advice-based approach.
• Collaborate with Specialists to connect clients with experts for complex needs.
• Encourage use of self-service options for 24/7 access to accounts.
• Adhere to all applicable policies and regulatory requirements.

Skills

Relationship building

Client acquisition

Financial guidance

Communication skills

Education

High school degree

College degree or military equivalent

Job description

JPMorgan Chase & Co. in Paramus, NJ seeks a Branch Banking Banker with a focus on Private Client relationships. You will actively manage client relationships using an advice-based approach to deliver tailored financial solutions.

The role requires obtaining necessary licenses (SIE/Series 6/7, state registrations) within the initial period and complying with Dodd-Frank and Truth in Lending Act requirements. Weekend/evening shifts may be required.