Private Client Banker: Affluent Wealth Advisor

JP Morgan Chase; Pleasant Valley (NY); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase in the United States is seeking a Private Client Banker in Branch Banking to be the main point of contact for a select group of affluent clients, managing their complete banking relationship with a proactive, education-focused approach.

You will acquire new clients through referrals, work with Specialists, and help clients access self-service options 24/7 while complying with banking regulations.

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, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses required or must be completed within 180 days of starting the role.
• Compliance with Dodd Frank/Truth in Lending Act
• Adherence to policies, procedures, and regulatory banking requirements
• Ability to work branch hours, including weekends and some evenings

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 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 hours a day/ 7 days a week
• Adheres to policies, procedures, and regulatory banking requirements

Skills

Excellent communication skills

Experience cultivating relationships w

Education

High school degree, GED, or foreign equivalent

College degree or military equivalent

Job description

JPMorgan Chase in the United States is seeking a Private Client Banker in Branch Banking to be the main point of contact for a select group of affluent clients, managing their complete banking relationship with a proactive, education-focused approach.

You will acquire new clients through referrals, work with Specialists, and help clients access self-service options 24/7 while complying with banking regulations.