Private Client Banker: Wealth Advisor & Client Relations

Next Frontier Capital; Town of Florida (NY); On-site; USD 65,000 - 95,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in New York to manage a selective banking relationship and expand client balances. You will advise clients, solicit referrals, and coordinate with specialists to address complex financial needs.

The role emphasizes regulatory compliance and a service-focused, education-driven approach. The position requires flexibility in branch hours, including weekends and some evenings, and offers a comprehensive rewards package aligned with experience

Qualifications

• Proven ability to grow client relationships and manage banking relationships.
• Strong communicator with a focus on attentive service and education.
• Experience acquiring new clients and generating revenue within banking.

Responsibilities

• Act as main contact for Chase Private Client and other branch customers.
• Manage client relationships with an advice-based approach to fit financial needs.
• Collaborate with specialists to connect clients with experts for complex needs.
• Promote self-service options to enhance client convenience and accessibility.
• Adhere to banking policies, procedures, and regulatory requirements.

Skills

Relationship-building

Communication skills

Client acquisition

Regulatory compliance

Education

High school diploma or equivalent

Bachelor's degree (preferred)

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in New York to manage a selective banking relationship and expand client balances. You will advise clients, solicit referrals, and coordinate with specialists to address complex financial needs.

The role emphasizes regulatory compliance and a service-focused, education-driven approach. The position requires flexibility in branch hours, including weekends and some evenings, and offers a comprehensive rewards package aligned with experience