Private Client Banker: Advisor for Affluent Relationships

JPMorgan Chase & Co.; New York (NY); On-site; USD 65,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. in New York seeks a Private Client Banker to manage the banking relationships of affluent clients and other customers in the branch.

You will drive growth by proactively soliciting referrals and developing internal and external sources. You will partner with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with experts who can meet specialized financial needs.

Qualifications

• Demonstrated success in acquiring and deepening client relationships.
• Ability to grow client balances through proactive relationship management.
• Knowledge of and compliance with banking regulations and licensing requirements.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationships with an advice-based approach to deliver best-fit products.
• Collaborates with Specialists to connect clients with experts for specialized needs.
• Facilitates client access to self-service options 24/7.
• Adheres to policies and regulatory banking requirements.

Skills

Relationship-building

New client acquisition

Regulatory compliance

Communication skills

Education

High school diploma

College degree preferred

Job description

JPMorgan Chase & Co. in New York seeks a Private Client Banker to manage the banking relationships of affluent clients and other customers in the branch.

You will drive growth by proactively soliciting referrals and developing internal and external sources. You will partner with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with experts who can meet specialized financial needs.