Private Client Banker: Elite Relationship Banking

J.P. Morgan; New York (NY); On-site; USD 80,000 - 110,000; Full time

Job summary

Chase seeks a Private Client Banker to deliver hospitality and elite banking to a select client base in our branches. You will manage full relationships, solicit referrals, and drive growth while adhering to risk and regulatory standards.

The role requires SIE, FINRA Series 6, and state registrations with Life licenses. Availability for weekend/evening hours is expected, with a pathway to obtain required licenses within 180 days.

Qualifications

• 1+ year in branch banking or equivalent financial services sales with proven client acquisition.
• Ability to create memorable client experiences and tailor product benefits.
• Strong communication skills for in-person and phone interactions.
• Ability to follow risk, compliance, and regulatory requirements.
• Licensing: SIE, FINRA Series 6, state registration (63 if required), Life licenses or enroll in JPMorganChase program within 180 days.

Responsibilities

• Put clients first by delivering attentive, welcoming service and promoting Chase Private Client.
• Actively manage banking relationships and advise on best-fit products.
• Use consultative communication to understand needs and build trust.
• Educate clients on technology solutions like Chase Mobile App and Chase.com.
• Learn products quickly and collaborate with specialists for complex needs.
• Adhere to policies and regulatory requirements.

Skills

Relationship management

Sales experience

Communication

Regulatory compliance

Risk awareness

Education

High school diploma

Bachelor's degree

Job description

Chase seeks a Private Client Banker to deliver hospitality and elite banking to a select client base in our branches. You will manage full relationships, solicit referrals, and drive growth while adhering to risk and regulatory standards.

The role requires SIE, FINRA Series 6, and state registrations with Life licenses. Availability for weekend/evening hours is expected, with a pathway to obtain required licenses within 180 days.