Private Client Banker — Elite Wealth Advisory

JPMorgan Chase; New York (NY); Vor Ort; USD 90.000 - 150.000; Vollzeit

Zusammenfassung

JPMorgan Chase in New York, NY seeks a Private Client Banker in Branch Banking to serve a select group of affluent clients and manage their full banking relationship with a proactive, education-focused approach.

You will collaborate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with experts, promote self-service options, and ensure adherence to regulatory requirements.

Qualifikationen

• 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.
• SIE exam, FINRA Series 6/7, state registration (63 or 66 if required) and Life licenses required or to be completed within 180 days of starting.
• Compliance with Dodd Frank/Truth in Lending Act.
• High school diploma, GED, or foreign equivalent.
• Ability to work branch hours, including weekends and some evenings.

Aufgaben

• 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.

Kenntnisse

Relationship-building

New client acquisition

Communication skills

Regulatory compliance

Ausbildung

High school diploma or equivalent

College degree (preferred)

Tools

NMLS registration system

Jobbeschreibung

JPMorgan Chase in New York, NY seeks a Private Client Banker in Branch Banking to serve a select group of affluent clients and manage their full banking relationship with a proactive, education-focused approach.

You will collaborate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with experts, promote self-service options, and ensure adherence to regulatory requirements.