Private Client Banker: Elite Wealth & Relationship Advisor

Aumni; Cherry Hill Township (NJ); On-site; USD 60,000 - 100,000; Full time

Job summary

JPMorgan Chase in New Jersey seeks a Private Client Banker to act as the main contact for a select group of affluent clients, managing the full banking relationship and delivering education and advice tailored to their needs.

The role emphasizes relationship growth, cross-team collaboration with specialists, and offering convenient self-service options while complying with regulatory requirements and branch hours.

Qualifications

• 1+ year Branch Banking Banker or equivalent experience in financial services
• SIE exam, FINRA Series 6/7 and licenses required or to be completed within 180 days
• Compliance with Dodd Frank/Truth in Lending Act
• High school degree, GED, or foreign equivalent
• 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

Financial services experience

Customer service excellence

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase in New Jersey seeks a Private Client Banker to act as the main contact for a select group of affluent clients, managing the full banking relationship and delivering education and advice tailored to their needs.

The role emphasizes relationship growth, cross-team collaboration with specialists, and offering convenient self-service options while complying with regulatory requirements and branch hours.