Private Client Banker: Premium Relationship Advisor

JPMorgan Chase; New York (NY); On-site; USD 71,635,000 - 93,677,000; Full time

Job summary

JPMorgan Chase in New York, NY is seeking a Private Client Banker to serve affluent clients by managing their complete banking relationships with an education-and-advice driven approach.

This role partners with Specialists to connect clients to experts, promotes self-service access, and ensures compliance with banking regulations while delivering personalized guidance and building lasting relationships.

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
• SIE exam, FINRA Series 6/7, state registrations (63 or 66 if required) and Life licenses required or must be completed within 180 days of starting
• Compliance with Dodd Frank/Truth in Lending Act
• High school degree, GED, or foreign equivalent
• Adherence to policies, procedures, and regulatory banking requirements
• 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 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

Excellent communication skills

Experience cultivating relationships

Strong team orientation

Education

High school degree, GED, or foreign equivalent

Job description

JPMorgan Chase in New York, NY is seeking a Private Client Banker to serve affluent clients by managing their complete banking relationships with an education-and-advice driven approach.

This role partners with Specialists to connect clients to experts, promotes self-service access, and ensures compliance with banking regulations while delivering personalized guidance and building lasting relationships.