Private Client Banker: Wealth Care and Relationship Expert

JPMorgan Chase & Co.; Florham Park (NJ); On-site; USD 65,000 - 95,000; Full time

Job summary

JPMorgan Chase & Co. in Florham Park, NJ seeks a Private Client Banker to serve affluent clients and manage their full banking relationship. You will build lasting relationships, offering tailored education and advice to help clients maximize their finances.

The role emphasizes proactive relationship management, cross-collaboration with specialists, and ensuring clients have convenient access to accounts, including weekend and evening hours as needed.

Qualifications

• Strong communication and relationship-building skills essential for client service and growth.
• Experience in banking or financial services with success in acquiring and managing clients and generating revenue.
• Compliance with regulatory requirements including Dodd-Frank/Truth in Lending Act and licensing expectations.

Responsibilities

• Act as the main point of contact for Chase Private Client and select clients within the branch.
• Manage client relationships with a proactive, advice-based approach to promote appropriate products and services.
• Collaborate with Specialists to connect clients to experts for specialized financial needs.
• Facilitate 24/7 self-service access for clients and ensure adherence to policies and regulatory requirements.

Skills

Excellent communication

Relationship building

Team orientation

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase & Co. in Florham Park, NJ seeks a Private Client Banker to serve affluent clients and manage their full banking relationship. You will build lasting relationships, offering tailored education and advice to help clients maximize their finances.

The role emphasizes proactive relationship management, cross-collaboration with specialists, and ensuring clients have convenient access to accounts, including weekend and evening hours as needed.