Private Client Banker: Relationship & Wealth Guidance

Aumni; New York (NY); On-site; USD 85,000 - 125,000; Full time

Job summary

Chase is seeking a Private Client Banker to serve a select group of affluent clients and other customers in-branch. You will manage complete banking relationships, provide advice-based guidance, and help clients access services around the clock.

The role requires 1+ year of branch banking experience, relevant licenses or eligibility, and the ability to work weekends/evenings. A customer-centric approach and strong compliance awareness are essential.

Qualifications

• Proven ability to build and deepen client relationships.
• Experience in acquiring new clients and driving revenue.
• Familiarity with regulatory banking requirements and licenses.

Responsibilities

• Manage banking relationships for a select group of clients.
• Provide advice-based guidance to offer best-fit products.
• Collaborate with specialists to connect clients to experts.
• Promote self-service options to access accounts 24/7.
• Adhere to all banking policies and regulatory requirements.

Skills

Relationship management

New client acquisition

Communication skills

Financial services knowledge

Education

High school diploma

College degree preferred

Job description

Chase is seeking a Private Client Banker to serve a select group of affluent clients and other customers in-branch. You will manage complete banking relationships, provide advice-based guidance, and help clients access services around the clock.

The role requires 1+ year of branch banking experience, relevant licenses or eligibility, and the ability to work weekends/evenings. A customer-centric approach and strong compliance awareness are essential.