Private Client Banker: Wealth Advisory & Relationships

JPMorganChase; Hillsborough Township (NJ); On-site; USD 85,000 - 115,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking in New Jersey to serve a select group of affluent clients and other customers.

You will manage complete banking relationships, drive growth, and actively solicit referrals to expand the client base. You will partner with Specialists to connect clients with experts for complex financial needs and promote convenient self-service options to access accounts around the clock.

Qualifications

• Proven ability to acquire and deepen client relationships
• Experience in financial services and new client acquisition
• Knowledge of FINRA/SIE, Series 6/7 and state registrations preferred or required within 180 days

Responsibilities

• Act as main point of contact for Chase Private Client clients
• Manage client banking relationships and growth across products
• Collaborate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers
• Promote self-service options for clients' accounts
• Adhere to banking policies and regulatory requirements

Skills

Relationship-building

Sales/Referral generation

Communication skills

Regulatory compliance

Time management

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking in New Jersey to serve a select group of affluent clients and other customers.

You will manage complete banking relationships, drive growth, and actively solicit referrals to expand the client base. You will partner with Specialists to connect clients with experts for complex financial needs and promote convenient self-service options to access accounts around the clock.