Private Client Banker: Relationship-Driven Wealth Advisor

JPMorgan Chase & Co.; New York (NY); On-site; USD 70,000 - 95,000; Full time

Job summary

JPMorgan Chase & Co. seeks a Private Client Banker in Branch Banking to manage affluent clients across the full banking relationship.

This role emphasizes a proactive, advice-based approach to deliver the best products and services, while cultivating new client referrals and utilizing internal resources. The position requires compliance with applicable regulations, SIE/Series licenses or equivalent, and the ability to work flexible branch hours, including weekends and some evenings.

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.
• Compliance with Dodd Frank/Truth in Lending Act.
• National Mortgage Licensing System and Registry (NMLS) registration requirements may apply and must be completed as necessary.

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

Relationship management

Sales & client acquisition

Financial services knowledge

Regulatory compliance

Communication skills

Team orientation

Education

High school diploma

Job description

JPMorgan Chase & Co. seeks a Private Client Banker in Branch Banking to manage affluent clients across the full banking relationship.

This role emphasizes a proactive, advice-based approach to deliver the best products and services, while cultivating new client referrals and utilizing internal resources. The position requires compliance with applicable regulations, SIE/Series licenses or equivalent, and the ability to work flexible branch hours, including weekends and some evenings.