Private Client Banker: Elite Wealth Advisory

JPMorgan Chase; New York (NY); On-site; USD 70,000 - 90,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve affluent clients and manage their complete banking relationship. You will be the primary contact, proactively uncovering opportunities and coordinating with specialists to tailor financial solutions.

The role emphasizes relationship-building, adherence to regulatory requirements, and delivering exceptional client service in a branch setting.

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• Experience in new client acquisition, cultivating, and maintaining customer relationships and revenue generation.
• SIE exam, FINRA Series 6/7, state licenses or must complete within 180 days of starting.

Responsibilities

• Serve as main contact for Chase Private Client and other branch customers, managing their banking relationships.
• Actively engages clients to offer best products and services to meet financial needs.
• Collaborates with Specialists to connect clients with experts for complex financial solutions.
• Promotes self-service options to provide 24/7 access to accounts and services.

Skills

Relationship-building

Client acquisition

Sales in Banking

Regulatory compliance

Education

High school diploma or GED

Tools

NMLS

Job description

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve affluent clients and manage their complete banking relationship. You will be the primary contact, proactively uncovering opportunities and coordinating with specialists to tailor financial solutions.

The role emphasizes relationship-building, adherence to regulatory requirements, and delivering exceptional client service in a branch setting.