Private Client Banker: Wealth Advisory & Client Growth

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

Job summary

JPMorgan Chase & Co. in New York seeks a Private Client Banker to manage affluent clients' banking relationships, delivering tailored advice and products through a proactive, relationship-driven approach.

You will collaborate with specialists to meet complex financial needs, promoting self-service tools and seamless access to accounts, while maintaining strict regulatory compliance and strong customer service.

Qualifications

• Demonstrated success with a relationship-based approach to acquire and deepen client relationships.
• 1+ year in Branch Banking or equivalent with revenue and client-growth experience.
• SIE exam and FINRA Series 6/7, plus state licenses or must be completed within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.
• High school degree, GED, or foreign equivalent.
• 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 offer best-fit products and services.
• Partners with Specialists to connect clients to experts for complex financial needs.
• Facilitates client convenience by promoting self-service options and online access.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship-building

Client acquisition

Regulatory compliance

NMLS compliance

SIE/Series 6/7

Communication skills

Team orientation

Work hours flexibility

Education

High school diploma or equivalent

College degree or military equivalent

Job description

JPMorgan Chase & Co. in New York seeks a Private Client Banker to manage affluent clients' banking relationships, delivering tailored advice and products through a proactive, relationship-driven approach.

You will collaborate with specialists to meet complex financial needs, promoting self-service tools and seamless access to accounts, while maintaining strict regulatory compliance and strong customer service.