Private Client Banker — Relationship & Wealth Advisor

JPMorganChase; Medford Township (NJ); Sur place; USD 60 000 - 90 000; Plein temps

Avantages offerts par ce poste

Health care coverage

On-site health and wellness centers

Retirement savings plan

Tuition reimbursement

Financial coaching

Résumé du poste

JPMorgan Chase seeks a Private Client Banker in Branch Banking to be the primary contact for a select group of affluent clients, managing their full banking relationships with an advice-based approach.

You will collaborate with Private Client Advisors, Mortgage Bankers, and Relationship Managers to connect clients to experts for specialized needs and promote convenient self-service options around the clock.

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.
• SIE exam and FINRA licenses or must complete within 180 days.
• Compliance with Dodd Frank/Truth in Lending Act.
• High school degree or foreign equivalent.
• Adherence to policies and regulatory requirements.

Responsabilités

• Share the value of Chase Private Client with eligible clients.
• Manage banking relationships with an advice-based approach for best products/services.
• Partner with Specialists to connect clients to experts for specialized needs.
• Set up self-service options to access accounts 24/7.
• Adhere to banking policies, procedures, and regulatory requirements.

Connaissances

Relationship building

Client acquisition

Communication skills

Regulatory compliance

Time management

Formation

High school diploma or equivalent

College degree

Description du poste

JPMorgan Chase seeks a Private Client Banker in Branch Banking to be the primary contact for a select group of affluent clients, managing their full banking relationships with an advice-based approach.

You will collaborate with Private Client Advisors, Mortgage Bankers, and Relationship Managers to connect clients to experts for specialized needs and promote convenient self-service options around the clock.