Private Client Banker: Wealth Advisor & Relationships

JP Morgan Chase; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. in New York seeks a Private Client Banker to manage relationships for a select client group within Branch Banking. You will drive growth by offering advice-based products and coordinating with specialists to meet sophisticated financial needs.

You will leverage a proactive, service-oriented approach to expand balances, solicit referrals, and deliver a seamless client experience in a busy branch environment.

Qualifications

• Demonstrated 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.
• Regulatory qualifications including SIE exam, FINRA Series 6/7, state registration and Life licenses or plan to complete within 180 days of start.
• Compliance with Dodd Frank/Truth in Lending Act.
• High school degree, GED, or foreign equivalent.
• Adherence to policies, procedures, and regulatory banking requirements.
• 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 access to accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

New client acquisition

Communication skills

Affluent clients

Education

College degree

Military equivalent

Job description

JPMorgan Chase & Co. in New York seeks a Private Client Banker to manage relationships for a select client group within Branch Banking. You will drive growth by offering advice-based products and coordinating with specialists to meet sophisticated financial needs.

You will leverage a proactive, service-oriented approach to expand balances, solicit referrals, and deliver a seamless client experience in a busy branch environment.