Private Client Banker - Wealth Advisory & Services

JPMorgan Chase & Co.; Montclair (NJ); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in Montclair, NJ is seeking a Private Client Banker to be the main point of contact for a select group of affluent clients, managing their complete banking relationships with an advice-based approach.

You will partner with Specialists to connect clients to experts for specialized financial needs, help them access self-service options 24/7, and drive growth through thoughtful referrals while adhering to regulatory requirements and branch hours.

Qualifications

• 1+ year branch banking or equivalent experience in financial services.
• SIE exam and FINRA licenses may be required or completed within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act.
• High school diploma or GED.
• Ability to work branch hours, including weekends and some evenings.

Responsibilities

• Serve as the main point of contact for Chase Private Client clients.
• Manage clients' banking relationships with an advice-based approach.
• Collaborate with Specialists to connect clients to experts.
• Promote self-service options and accessibility 24/7.
• Adhere to banking policies and regulatory requirements.

Skills

Relationship management

New client acquisition

Sales and advisory

NMLS compliance

Education

High school diploma or GED

Job description

JPMorgan Chase & Co. in Montclair, NJ is seeking a Private Client Banker to be the main point of contact for a select group of affluent clients, managing their complete banking relationships with an advice-based approach.

You will partner with Specialists to connect clients to experts for specialized financial needs, help them access self-service options 24/7, and drive growth through thoughtful referrals while adhering to regulatory requirements and branch hours.