Private Client Banker: Elite Wealth Advisor

Next Frontier Capital; North Brunswick Township (NJ); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health care coverage

Tuition reimbursement

Mental health support

Job summary

Chase is seeking a Private Client Banker to serve a select group of affluent clients and other customers in a Branch. You will manage their banking relationships with an advisory, education-focused approach and connect them to specialists for specialized needs.

You will help clients access self-service options, adhere to regulatory requirements, and participate in a team that values diversity and inclusion. This role supports growth and exceptional service in a dynamic banking environment.

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
• Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
• Compliance with Dodd Frank/Truth in Lending Act*
• High school degree, GED, or foreign equivalent
• 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

Relationship building

New client acquisition

FINRA licenses

SIE exam

Regulatory compliance

Communication skills

Financial knowledge

Education

High school diploma

Job description

Chase is seeking a Private Client Banker to serve a select group of affluent clients and other customers in a Branch. You will manage their banking relationships with an advisory, education-focused approach and connect them to specialists for specialized needs.

You will help clients access self-service options, adhere to regulatory requirements, and participate in a team that values diversity and inclusion. This role supports growth and exceptional service in a dynamic banking environment.