Private Client Banker: Affluent Wealth Advisor

Thisiscny; East Aurora (NY); On-site; USD 70,000 - 100,000; Full time

Job summary

JPMorgan Chase & Co. in New York seeks a Private Client Banker in Branch Banking to serve a select group of affluent clients and manage complete banking relationships.

You will work with specialists to connect customers to tailored solutions, promote self-service options, and ensure compliance with banking regulations. The role offers a competitive compensation package and opportunities for career growth.

Qualifications

• 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 registration (63/66 if required) and Life licenses required or must be completed within 180 days
• Compliance with Dodd Frank/Truth in Lending Act (TILA)
• Ability to work branch hours, including weekends and some evenings
• High school degree, 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 (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts
• Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
• Adheres to policies, procedures, and regulatory banking requirements

Skills

Relationship-building

New client acquisition

Regulatory compliance

Education

High school degree or GED

Job description

JPMorgan Chase & Co. in New York seeks a Private Client Banker in Branch Banking to serve a select group of affluent clients and manage complete banking relationships.

You will work with specialists to connect customers to tailored solutions, promote self-service options, and ensure compliance with banking regulations. The role offers a competitive compensation package and opportunities for career growth.