Private Client Banker: Elevate Affluent Relationships

JPMorganChase; New York (NY); On-site; USD 70,000 - 95,000; Full time

Job summary

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

You will partner with Specialists, encourage referrals, and provide education and advice tailored to financial needs while working the hours required, including weekends.

This role emphasizes relationship-building, regulatory compliance, and ongoing development within a leading U.S. financial services firm.

Qualifications

• Proven track record of acquiring and deepening client relationships.
• 1+ year experience in branch banking with new client acquisition.
• SIE exam and FINRA licenses or plan to complete within 180 days.
• Compliance with Dodd-Frank/TILA requirements.
• Adherence to banking policies and regulatory requirements.
• Ability to work branch hours, including weekends.

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 access 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship-building

New client acquisition

Regulatory compliance

SIE/FINRA licensing (plans)

Education

High school diploma or GED

College degree or military equivalent

Job description

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

You will partner with Specialists, encourage referrals, and provide education and advice tailored to financial needs while working the hours required, including weekends.

This role emphasizes relationship-building, regulatory compliance, and ongoing development within a leading U.S. financial services firm.