Private Client Banker — Wealth Advisory & Relationships

JPMorgan Chase & Co.; New York (NY); On-site; USD 75,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers. You will manage full banking relationships with an advice-based approach, while collaborating with Specialists to connect clients to experts for specialized financial needs.

The role emphasizes maintaining compliant, customer-focused service, leveraging self-service options, and adhering to branch hours, including weekends and some evenings.

Qualifications

• 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
• SIE exam, FINRA Series 6/7, state registration (63 or 66 if required) and Life licenses required or must be completed within 180 days
• Compliance with Dodd Frank/Truth in Lending Act
• Ability to work branch hours, including weekends and some evenings

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible
• Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
• Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
• Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
• Adheres to policies, procedures, and regulatory banking requirements

Skills

Relationship building

Client acquisition

Communication skills

Regulatory compliance

Education

High school degree, GED, or foreign equivalent

College degree or military equivalent

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers. You will manage full banking relationships with an advice-based approach, while collaborating with Specialists to connect clients to experts for specialized financial needs.

The role emphasizes maintaining compliant, customer-focused service, leveraging self-service options, and adhering to branch hours, including weekends and some evenings.