Private Client Banker: Elite Wealth Relationships

JPMorgan Chase & Co.; Delawanna (NJ); On-site; USD 70,000 - 95,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Banker in Branch Banking to manage a select group of affluent clients and other customers across the branch.

You will oversee their banking relationships with an advice-based approach and collaborate with specialists to meet specialized financial needs. The role requires building lasting client relationships, soliciting referrals, and maintaining compliance with regulatory requirements, including Dodd-Frank and Truth in Lending

Qualifications

• 1+ year in branch banking with success in acquiring and deepening client relationships.
• SIE exam and FINRA licenses required or to be completed within 180 days of start.
• Compliance with Dodd-Frank and Truth in Lending Act requirements.
• High school diploma or GED or foreign equivalent.
• Ability to work branch hours, including weekends and some evenings.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages client banking relationships with an advice-based approach to offer the best products for their needs.
• Partners with Specialists to connect clients to experts for specialized financial needs.
• Makes lives of clients convenient by enabling self-service options accessible 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

New client acquisition

Communication skills

Sales experience

Regulatory compliance knowledge

Education

High school diploma or equivalent

College degree or military equivalent

Job description

JPMorgan Chase & Co. in the United States seeks a Private Client Banker in Branch Banking to manage a select group of affluent clients and other customers across the branch.

You will oversee their banking relationships with an advice-based approach and collaborate with specialists to meet specialized financial needs. The role requires building lasting client relationships, soliciting referrals, and maintaining compliance with regulatory requirements, including Dodd-Frank and Truth in Lending