Private Client Banker: Wealth Advisor & Relationship Builder

JP Morgan Chase; New York (NY); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Health insurance

On-site health centers

Retirement plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and local customers.

You will manage the complete banking relationship, using an advisory approach to offer the best products and services while driving growth and referrals. You will collaborate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with specialists for complex needs.

Qualifications

• Proven success using a relationship-oriented approach to acquire and deepen client relationships.
• Experience in banking with new client acquisition and revenue generation.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.
• NMLS/SAFE Act registration or ability to obtain.
• Availability to work branch hours including weekends/evenings.

Responsibilities

• Share the value of Chase Private Client with eligible clients.
• Manage banking relationships through an advisory approach for best products and services.
• Collaborate with Specialists to connect clients with experts for financial needs.
• Facilitate self-service access for clients 24/7.
• Adhere to all policies, procedures, and regulatory requirements.

Skills

Relationship management

New client acquisition

Regulatory compliance

Licensing literacy (SIE/FINRA)

Time management

Education

High school diploma or equivalent

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and local customers.

You will manage the complete banking relationship, using an advisory approach to offer the best products and services while driving growth and referrals. You will collaborate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with specialists for complex needs.