Private Client Banker: Wealth Advisory & Elite Relationships

J.P. Morgan; New York (NY); On-site; USD 70,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. in New York seeks a Private Client Banker to serve a select group of affluent clients and other customers. You will manage their banking relationships, provide education and advice, and help them grow their balances through proactive, personalized service.

You will collaborate with specialists to connect clients to mortgage, investment, and business experts, promote self-service options, and ensure compliance with banking regulations while delivering exceptional service.

Qualifications

• Value-added, relationship-oriented approach to acquire and deepen client relationships.
• 1+ year in Branch Banking with success in new client acquisition and revenue generation.
• Compliance with applicable financial regulations including Dodd-Frank/Lending acts is required or planned.

Responsibilities

• Actively manages client relationships and provides tailored banking advice.
• Promotes Chase Private Client services to eligible clients.
• Collaborates with specialists to connect clients to experts for mortgage, investment, and business needs.
• Facilitates 24/7 self-service access and convenient banking options for clients.
• Maintains compliance with policies and regulatory requirements.

Skills

Relationship building

New client acquisition

Active listening

Compliance & regulation

Communication skills

Education

High school diploma or GED

Job description

JPMorgan Chase & Co. in New York seeks a Private Client Banker to serve a select group of affluent clients and other customers. You will manage their banking relationships, provide education and advice, and help them grow their balances through proactive, personalized service.

You will collaborate with specialists to connect clients to mortgage, investment, and business experts, promote self-service options, and ensure compliance with banking regulations while delivering exceptional service.