Private Client Banker - Wealth Advisory

JPMorgan Chase & Co.

Town of Florida (NY)

On-site

USD 60,000 - 90,000

Full time

4 days ago

Be an early applicant

Application generator

Turn this role into an interview — a resume and cover letter built around what this employer wants.

Get past ATS filters

Job summary

JPMorgan Chase & Co. in New York seeks a Private Client Banker in Branch Banking to manage the banking relationships for a select group of affluent clients, delivering education and tailored advice to help them make the most of their money.

You will actively solicit referrals and partner with specialists to provide optimal solutions. Role emphasizes an advice-based approach, strong service, and adherence to regulatory requirements, with hours including weekends and some evenings to meet client

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 revenue generation.
SIE/FINRA Series 6/7 and state licenses or must be completed within 180 days of starting.
Compliance with Dodd-Frank/Truth in Lending Act requirements.
Adherence to banking policies, procedures and regulatory requirements.
Ability to work branch hours, including weekends and some evenings.

Responsibilities

Shares the value of Chase Private Client with eligible clients.
Manages client banking relationships with an advice-based approach to tailor products and services.
Partners with Specialists to connect clients to experts for specialized needs.
Enhances client convenience by promoting self-service access 24/7.
Follows all applicable policies and regulatory banking requirements.