Private Client Banker & Wealth Advisor (In-Branch)

J.P. Morgan; New York (NY); Sur place; USD 70 000 - 110 000; Plein temps

Avantages offerts par ce poste

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Résumé du poste

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a selective group of affluent clients and other customers in the Branch. You will manage their complete banking relationship with a proactive, advisory approach and target growth in balances.

You will collaborate with Specialists to connect clients to experts for specialized needs, and promote self-service options to enhance convenience for clients, while complying with all banking regulations.

Qualifications

• Proven success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• 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.
• Licensing requirements include SIE exam, FINRA Series 6/7, state registration (63/66 if required) or completion within 180 days.
• Compliance with Dodd Frank/Truth in Lending Act.

Responsabilités

• 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 (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs.
• Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
• Adheres to policies, procedures, and regulatory banking requirements.

Connaissances

Relationship building

New client acquisition

Licensing & compliance

Excellent communication

Formation

High school degree or equivalent

Description du poste

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a selective group of affluent clients and other customers in the Branch. You will manage their complete banking relationship with a proactive, advisory approach and target growth in balances.

You will collaborate with Specialists to connect clients to experts for specialized needs, and promote self-service options to enhance convenience for clients, while complying with all banking regulations.