Private Client Banker: Wealth Advisory & Growth

JPMorgan 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 in Branch Banking. You will serve as the main contact for affluent clients, managing their banking relationships and offering education and advice tailored to meet financial goals.

The role emphasizes proactive referrals, collaboration with specialists, adherence to regulatory requirements, and flexible hours including some evenings and weekends to support clients.

Qualifications

• 1+ year Branch Banking Banker or equivalent experience in financial services.
• Compliance with Dodd Frank/Truth in Lending Act requirements.
• NMLS registration and licenses may be required.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationships with an advice-based approach to deliver best-fit products.
• Partners with Specialists to connect clients with experts for complex financial needs.
• Increases client convenience by promoting self-service options for 24/7 access.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship Building

Client Acquisition

Financial Services

Regulatory Compliance

Communication

Time Management

Education

High School Diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase & Co. in New York seeks a Private Client Banker in Branch Banking. You will serve as the main contact for affluent clients, managing their banking relationships and offering education and advice tailored to meet financial goals.

The role emphasizes proactive referrals, collaboration with specialists, adherence to regulatory requirements, and flexible hours including some evenings and weekends to support clients.