Private Client Banker: Wealth Advisor & Relationships

JPMorgan Chase & Co.; New York (NY); On-site; USD 65,000 - 95,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve affluent clients and manage their complete banking relationship.

The role emphasizes proactive, advice-based service and collaboration with Specialists to address complex financial needs. The position requires building trusted relationships, expanding client balances, and sourcing referrals while adhering to banking policies and regulatory standards.

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
• SIE exam, FINRA Series 6/7, state registration and Life licenses required within 180 days of starting
• Compliance with Dodd Frank/Truth in Lending Act 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 sharing and setting up self-service options to access accounts 24/7
• Adheres to policies, procedures, and regulatory banking requirements

Skills

Relationship building

New client acquisition

Financial services

Excellent communication

Team orientation

Education

High school diploma or GED

College degree

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve affluent clients and manage their complete banking relationship.

The role emphasizes proactive, advice-based service and collaboration with Specialists to address complex financial needs. The position requires building trusted relationships, expanding client balances, and sourcing referrals while adhering to banking policies and regulatory standards.