Private Client Banker: Relationship Builder for Affluent

Testing Site - JPMC; Town of Huntington (NY); Sur place; USD 70 000 - 95 000; Plein temps

Résumé du poste

JPMorgan Chase in New York seeks a Private Client Banker to manage affluent clients, nurturing relationships and driving growth across their banking needs. You will actively solicit referrals, coordinate with specialists, and provide education tailored to individual financial goals.

The role emphasizes a proactive, education-based advisory approach and requires flexibility to work weekend hours. Regulatory compliance and licensing requirements apply, with opportunities for professional

Qualifications

• Demonstrated success acquiring and deepening client relationships.
• Experience in financial services with new client acquisition.
• Licensing requirements such as SIE, FINRA Series 6/7 and Life licenses or progress toward them.
• Compliance with Dodd-Frank/Truth in Lending Act.
• Ability to work branch hours, including weekends and some evenings.

Responsabilités

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationships with an advice-based approach to meet client needs.
• Collaborates with Specialists to connect clients to experts for complex needs.
• Enables convenient self-service access to accounts 24/7.
• Adheres to policies and regulatory banking requirements.

Connaissances

Relationship building

Financial services experience

Excellent communication

Schedule flexibility

Client acquisition

Formation

High school diploma

College degree or military equivalent

Outils

NMLS registration?

Description du poste

JPMorgan Chase in New York seeks a Private Client Banker to manage affluent clients, nurturing relationships and driving growth across their banking needs. You will actively solicit referrals, coordinate with specialists, and provide education tailored to individual financial goals.

The role emphasizes a proactive, education-based advisory approach and requires flexibility to work weekend hours. Regulatory compliance and licensing requirements apply, with opportunities for professional