Private Client Banker & Wealth Advisor

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

Job summary

JPMorgan Chase & Co. in New York seeks a Private Client Banker in Branch Banking to manage affluent clients’ relationships and drive growth through advisory service and referrals. You will collaborate with specialists to tailor banking solutions and help clients access self-service options around the clock.

The role emphasizes relationship-building, compliance with banking regulations, and flexible hours including weekends and some evenings to meet client needs.

Qualifications

• Experience in branch banking and growing client relationships.
• SIE, FINRA Series 6/7 and relevant registrations or completion within 180 days of start.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.
• Ability to work branch hours, including weekends and some evenings.
• Strong communication and relationship-building skills.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationships with an advisory approach to meet client needs.
• Partners with specialists to connect clients to experts for financial needs.
• Facilitates access to self-service options 24/7 for clients.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship management

New client acquisition

Financial services experience

Communication skills

Team collaboration

Education

High school diploma or GED

College degree

Job description

JPMorgan Chase & Co. in New York seeks a Private Client Banker in Branch Banking to manage affluent clients’ relationships and drive growth through advisory service and referrals. You will collaborate with specialists to tailor banking solutions and help clients access self-service options around the clock.

The role emphasizes relationship-building, compliance with banking regulations, and flexible hours including weekends and some evenings to meet client needs.