Private Client Banker: Wealth Advisory & Client Growth

J.P. Morgan; New York (NY); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

On-site health and wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients in New York, managing their full banking relationship with an advisory approach to growth and client satisfaction.

You will partner with Specialists to connect clients to experts for tailored financial needs, promote self-service access, and ensure compliance with banking regulations and the Chase Customer Promise.

Qualifications

• Experience using a relationship-oriented approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent experience in financial services with success in acquiring new clients and revenue.
• Familiarity with banking regulations and compliance requirements.
• Ability to work branch hours, including weekends and some evenings.

Responsibilities

• Actively manages client banking relationships with an advisory approach to recommend best-fit products and services.
• Share value of Chase Private Client and collaborate with Specialists for specialized needs.
• Connect clients to self-service options to access accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

Sales in banking

Client acquisition

Regulatory compliance knowledge

Education

High school diploma or GED

Job description

Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients in New York, managing their full banking relationship with an advisory approach to growth and client satisfaction.

You will partner with Specialists to connect clients to experts for tailored financial needs, promote self-service access, and ensure compliance with banking regulations and the Chase Customer Promise.