Private Client Banker: Wealth Advisor & Relationship Builder

Next Frontier Capital; New Jersey; On-site; USD 60,000 - 85,000; Full time

Job summary

JPMorgan Chase in New Jersey seeks a Private Client Banker to manage the banking relationship of affluent clients, delivering expert financial guidance and cross-functional collaboration to meet their needs. This role emphasizes a proactive, advice-based approach and strong client acquisition alongside maintaining a high level of service.

Responsibilities include coordinating with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with specialists

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
• SIE exam and FINRA licenses required or must be completed within 180 days of starting role
• Compliance with Dodd Frank/Truth in Lending Act
• High school diploma, GED, or foreign equivalent

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible
• Active manages their banking relationship through an advice-based approach to provide best products and services
• Partners with Specialists to connect customers to experts for specialized financial needs
• Facilitates access to self-service options for customers 24/7 access
• Adheres to policies, procedures, and regulatory requirements

Skills

Relationship sales

Client acquisition

Banking experience

Licensing knowledge

Education

High school diploma

Job description

JPMorgan Chase in New Jersey seeks a Private Client Banker to manage the banking relationship of affluent clients, delivering expert financial guidance and cross-functional collaboration to meet their needs. This role emphasizes a proactive, advice-based approach and strong client acquisition alongside maintaining a high level of service.

Responsibilities include coordinating with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with specialists