Private Client Advisor – Wealth & Relationship Growth

Next Frontier Capital; East Aurora (NY); On-site; USD 65,000 - 110,000; Full time

Benefits offered by this job

Health care

On-site wellness centers

Retirement plan

Tuition reimbursement

Mental health support

Job summary

JPMorgan Chase & Co. in New York seeks a Private Client Banker to serve a select group of affluent clients in-branch, managing their full banking relationship with a proactive, education-based approach.

You will pursue referrals, grow client balances, and collaborate with specialists to tailor financial solutions. You will promote self-service options, uphold strict regulatory standards, and contribute to a culture of client education and trust within the branch.

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 verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation.
• SIE exam and FINRA Series 6/7 and state registrations required or completed within 180 days of starting the role.
• Compliance with Dodd Frank/Truth in Lending Act requirements.
• High school diploma, GED, or foreign equivalent.

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 their accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship management

New client acquisition

Cross-selling / advisory

Regulatory compliance knowledge

Education

High school diploma or GED

Bachelor's degree or military equivalent

Tools

SIE license

FINRA Series 6/7

State registration (63/66)

NMLS familiarity

Job description

JPMorgan Chase & Co. in New York seeks a Private Client Banker to serve a select group of affluent clients in-branch, managing their full banking relationship with a proactive, education-based approach.

You will pursue referrals, grow client balances, and collaborate with specialists to tailor financial solutions. You will promote self-service options, uphold strict regulatory standards, and contribute to a culture of client education and trust within the branch.