Private Client Advisor: Wealth, Relationships & Guidance

JPMorgan Chase & Co.; Town of Florida (NY); On-site; USD 80,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. in New York City seeks a Private Client Banker to manage the banking relationship for affluent clients within Branch Banking, delivering education and advice and driving growth through referrals and collaboration with specialists.

You will provide convenient self-service options, uphold regulatory requirements, and work with branch teams to ensure clients receive the best products and services for their financial needs, including weekend and some evening hours.

Qualifications

• Demonstrated success acquiring and deepening client relationships.
• 1+ year in branch banking with new client acquisition and revenue growth.
• SIE/FINRA 6/7 and state licensing or must complete within 180 days.
• Compliance with Dodd-Frank/TILA.
• Adherence to branch policies and regulatory requirements.
• Ability to work weekends and some evenings.

Responsibilities

• Share the value of Chase Private Client with eligible clients.
• Manage client relationships with an advice-based approach to balance needs.
• Partner with Specialists to address specialized financial needs.
• Offer self-service options to access accounts 24/7.
• Maintain compliance with banking regulations.

Skills

Relationship building

Sales and referral skills

Communication skills

Affluent client experience

Team collaboration

Regulatory compliance

Time management

Work hours flexibility

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase & Co. in New York City seeks a Private Client Banker to manage the banking relationship for affluent clients within Branch Banking, delivering education and advice and driving growth through referrals and collaboration with specialists.

You will provide convenient self-service options, uphold regulatory requirements, and work with branch teams to ensure clients receive the best products and services for their financial needs, including weekend and some evening hours.