Private Client Banker: Personal Wealth Advisor

Next Frontier Capital; New York (NY); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Competitive benefits

Total rewards package

Educational assistance

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker for its Branch Banking division in New York. You will be the main contact for a select group of affluent clients, managing their complete banking relationship with a proactive, education-focused approach to meet their financial needs.

You will also drive growth by referrals and internal collaboration. You will work with specialists and leverage self-service tools to enhance client convenience and satisfaction, while complying with all

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 revenue generation.
• Compliance with regulatory banking requirements and FINRA/SEC licensing as required.

Responsibilities

• Actively manages client banking relationships with an advice-based approach.
• Partners with specialists to connect clients to experts for specialized needs.
• Promotes self-service options and 24/7 access to accounts.
• Adheres to policies, procedures, and regulatory requirements.

Skills

Relationship building

Sales experience

Communication skills

Regulatory compliance

Time management

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker for its Branch Banking division in New York. You will be the main contact for a select group of affluent clients, managing their complete banking relationship with a proactive, education-focused approach to meet their financial needs.

You will also drive growth by referrals and internal collaboration. You will work with specialists and leverage self-service tools to enhance client convenience and satisfaction, while complying with all