Private Client Banker: Wealth Guidance & Relationships

JPMorganChase; New York (NY); Presencial; USD 70 000 - 120 000; Tempo integral

Resumo da oferta

JPMorganChase in New York seeks a Private Client Banker to manage affluent clients' banking relationships and drive growth through referrals and a proactive, advisory approach. You will engage with specialists to meet complex financial needs and provide seamless access to self-service options.

The role requires adherence to regulatory requirements, strong communication, and a commitment to delivering the Chase Private Client experience. Weekend and some evening hours are required.

Qualificações

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• 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/FINRA/State licenses or will complete within 180 days of starting.
• Dodd-Frank/Truth in Lending Act compliance.
• Adherence to policies, procedures, and regulatory banking requirements.
• Ability to work branch hours, including weekends and some evenings.

Responsabilidades

• 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 to connect customers to experts for specialized financial needs.
• Makes lives of clients more convenient by enabling self-service options 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Conhecimentos

Relationship building

Client acquisition

Compliance

Dodd-Frank knowledge

NMLS/SAFE Act

Regulatory banking

Flexibility

Communication

Team orientation

Formação académica

High school degree

College degree or military equivalent

Descrição da oferta de emprego

JPMorganChase in New York seeks a Private Client Banker to manage affluent clients' banking relationships and drive growth through referrals and a proactive, advisory approach. You will engage with specialists to meet complex financial needs and provide seamless access to self-service options.

The role requires adherence to regulatory requirements, strong communication, and a commitment to delivering the Chase Private Client experience. Weekend and some evening hours are required.