Private Client Banker: Elite Relationship Lead

JPMorganChase; New York (NY); On-site; USD 80,000 - 120,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to manage affluent clients' full banking relationships with an advice-based approach and proactive service. You will collaborate with specialists to connect clients to experts for complex needs and help them access 24/7 self-service options.

The role requires strong communication, a track record in client acquisition, and compliance with banking regulations. Weekend/evening hours may apply, and licensing requirements must be met.

Qualifications

• Proven ability to acquire and deepen relationships with affluent clients.
• Experience in financial services and new client acquisition.
• Knowledge of securities licenses or willingness to obtain.

Responsibilities

• Manage banking relationships for Private Client clients with an advice-based approach.
• Collaborate with Private Client Advisors, Mortgage Bankers and Relationship Managers.
• Promote self-service options and accessibility for clients.
• Ensure compliance with banking regulations and policies.
• Support referral generation and growth in client balances.

Skills

Relationship-building

New client acquisition

Regulatory knowledge

Communication skills

Financial product knowledge

Education

High school diploma or GED

Job description

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to manage affluent clients' full banking relationships with an advice-based approach and proactive service. You will collaborate with specialists to connect clients to experts for complex needs and help them access 24/7 self-service options.

The role requires strong communication, a track record in client acquisition, and compliance with banking regulations. Weekend/evening hours may apply, and licensing requirements must be met.