Private Client Banker: Wealth Advisor for Affluent Clients

JPMorganChase; Town of Florida (NY); On-site; USD 70,000 - 110,000; Full time

Job summary

JPMorganChase in New York seeks a Private Client Banker in Branch Banking to serve as the main contact for affluent clients and manage their full banking relationship with an advisory, service-driven approach.

You will collaborate with Specialists to connect clients to experts, promote self-service options, and ensure compliance with banking regulations while growing client balances through referrals and exceptional service.

Qualifications

• 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
• Securities Industry Essentials (SIE) exam, FINRA Series 6/7, state registration (63 or 66 if required) and Life licenses required or must be completed within 180 days
• Compliance with Dodd Frank/Truth in Lending Act
• NMLS registration under the SAFE Act of 2008 required after start date and maintained annually
• Ability to work branch hours, including weekends and some evenings

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible
• Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
• Partners with Specialists to connect customers to experts for specialized financial needs
• Makes lives of clients more convenient by enabling self-service options access 24/7
• Adheres to policies, procedures, and regulatory banking requirements

Skills

Relationship-based selling

Client acquisition

Financial services experience

Compliance knowledge

Excellent communication

Education

High school diploma or GED

Job description

JPMorganChase in New York seeks a Private Client Banker in Branch Banking to serve as the main contact for affluent clients and manage their full banking relationship with an advisory, service-driven approach.

You will collaborate with Specialists to connect clients to experts, promote self-service options, and ensure compliance with banking regulations while growing client balances through referrals and exceptional service.