Private Client Banker: Build Wealth for Affluent Clients

JPMorgan Chase; New Jersey; On-site; USD 70,000 - 100,000; Full time

Job summary

JPMorgan Chase in New Jersey is seeking a Private Client Banker to manage the banking relationship for a select group of affluent clients and other customers within the branch. You will advise on products and services, acquire new clients, and coordinate with Specialists to meet complex financial needs.

The role requires a proactive, compliant, and education-focused approach, with flexible hours including weekends. Excellent communication and a client-first mindset are essential.

Qualifications

• 1+ year of branch banking or equivalent experience in financial services.
• SIE exam, FINRA Series 6/7, 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.
• High school degree, GED, or foreign equivalent.
• 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 to connect customers to experts for specialized financial needs.
• Makes lives of clients more convenient by sharing and setting up self-service options to access accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship selling

New client acquisition

Communication skills

Regulatory compliance

Education

High school diploma or GED

Job description

JPMorgan Chase in New Jersey is seeking a Private Client Banker to manage the banking relationship for a select group of affluent clients and other customers within the branch. You will advise on products and services, acquire new clients, and coordinate with Specialists to meet complex financial needs.

The role requires a proactive, compliant, and education-focused approach, with flexible hours including weekends. Excellent communication and a client-first mindset are essential.