Private Client Banker & Wealth Advisor

JPMorgan Chase & Co.; New York (NY); On-site; USD 60,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. in New York seeks a Private Client Banker in Branch Banking to serve affluent clients, manage relationships across products, and drive growth through referrals.

You will work closely with Specialists to connect clients to experts and promote self-service options for 24/7 access. The role requires a proven track record in relationship management, excellent communication, and the ability to cultivate affluent client relationships.

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• Experience in financial services with verifiable success in growing revenue and client bases.
• Compliance with regulatory and licensing requirements for banking and lending.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationships through an advice-based approach to meet client needs.
• Partners with Specialists to connect clients to experts for specialized financial needs.
• Makes clients’ lives easier by promoting self-service options available 24/7.
• Adheres to banking policies, procedures, and regulatory requirements.

Skills

Relationship building

Communication skills

New client acquisition

Team collaboration

Education

High school diploma

College degree preferred

Job description

JPMorgan Chase & Co. in New York seeks a Private Client Banker in Branch Banking to serve affluent clients, manage relationships across products, and drive growth through referrals.

You will work closely with Specialists to connect clients to experts and promote self-service options for 24/7 access. The role requires a proven track record in relationship management, excellent communication, and the ability to cultivate affluent client relationships.