Private Client Banker & Wealth Advisor

JPMorgan Chase & Co.; New York (NY); On-site; USD 70,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and manage their full banking relationship.

You will proactively solicit referrals, partner with specialists, and help clients access accounts 24/7 through self-service options. The role requires relationship-building skills, a track record in financial services, and the ability to work extended branch hours, including weekends and some evenings.

Qualifications

• Demonstrated success building and deepening client relationships.
• Proven ability to acquire new clients and grow revenue.
• Ability to work in a fast-paced banking environment with a client-first mindset.

Responsibilities

• Share Chase Private Client value with eligible clients and drive relationship growth.
• Manage client banking relationships with an advisory approach for products and services.
• Collaborate with Specialists to connect clients with experts for complex financial needs.
• Provide convenient access to self-service options and ensure compliance with banking regulations.
• Adhere to Dodd-Frank/Truth in Lending Act and related regulatory requirements.

Skills

Relationship building

Sales/Business development

Financial services knowl

Communication

Regulatory compliance

Team orientation

Education

High school diploma

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and manage their full banking relationship.

You will proactively solicit referrals, partner with specialists, and help clients access accounts 24/7 through self-service options. The role requires relationship-building skills, a track record in financial services, and the ability to work extended branch hours, including weekends and some evenings.