Private Client Banker: Wealth Advisory & Client Growth

JPMorgan Chase; Shrewsbury (NJ); On-site; USD 80,000 - 110,000; Full time

Job summary

JPMorgan Chase in New Jersey is seeking a Private Client Banker in Branch Banking to oversee a select group of affluent clients and other customers. You will manage the full banking relationship with an advisory approach and collaborate with specialists to meet complex financial needs.

The role requires relationship-building skills, a track record in client acquisition, and compliance with financial regulations. Weekend/evening hours may be required.

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/Series 6/7 and state registrations or must complete within 180 days of starting.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.
• Adherence to bank 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 clients' banking relationships through an advice-based approach.
• Partners with specialists to connect clients with experts for complex needs.
• Makes lives of clients convenient by promoting self-service options 24/7 access.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship-building

Client acquisition

Excellent communication

Team orientation

Education

High school diploma

Bachelor's degree or military equivalent

Job description

JPMorgan Chase in New Jersey is seeking a Private Client Banker in Branch Banking to oversee a select group of affluent clients and other customers. You will manage the full banking relationship with an advisory approach and collaborate with specialists to meet complex financial needs.

The role requires relationship-building skills, a track record in client acquisition, and compliance with financial regulations. Weekend/evening hours may be required.