Private Client Banker: Elite Wealth & Service

Next Frontier Capital; Florham Park (NJ); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

On-site health and wellness centers

Job summary

Chase, a leading financial services firm, seeks a Private Client Banker to manage affluent clients' relationships within a branch setting. You will provide education and advice tailored to client financial needs and help grow balances through proactive relationship management.

You will collaborate with specialists to connect clients to experts, promote convenient self-service options, and ensure compliance with banking regulations while delivering superior service.

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.
• Licensing and regulatory requirements including SIE, FINRA 6/7, state registrations and Life licenses or completion within 180 days.
• Compliance with Dodd Frank/Truth in Lending Act and SAFE Act registration.

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 to connect customers to experts for specialized financial needs.
• Makes lives of clients more convenient by enabling self-service access 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

New client acquisition

Excellent communication

Compliance knowledge

Account management

Education

High school degree

College degree

Job description

Chase, a leading financial services firm, seeks a Private Client Banker to manage affluent clients' relationships within a branch setting. You will provide education and advice tailored to client financial needs and help grow balances through proactive relationship management.

You will collaborate with specialists to connect clients to experts, promote convenient self-service options, and ensure compliance with banking regulations while delivering superior service.