Private Client Banker: Wealth & Relationship Advisor

J.P. Morgan; New York (NY); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Health care coverage

On-site health centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. in New York is seeking a Private Client Banker to manage the complete banking relationship for a select group of affluent clients within a Branch. You will proactively solicit referrals and collaborate with specialists to meet clients' financial needs.

The role requires preparing clients with education and advice tailored to their financial goals, while supporting a convenient, high-touch banking experience with a focus on regulatory compliance and service excellence.

Qualifications

• Must possess strong communication and interpersonal skills.
• Experience in acquiring and deepening client relationships in financial services.
• Proven ability to generate revenue through prospecting and referrals.
• Compliance with applicable financial regulations and licensing requirements.

Responsibilities

• Act as the main point of contact for Chase Private Client and other branch customers.
• Manage clients' banking relationships with an advice-based approach to offer suitable products.
• Collaborate with Specialists to connect clients with experts for advanced needs.
• Promote self-service options to provide 24/7 access to accounts.
• Adhere to policies and regulatory banking requirements.

Skills

Excellent communication

Relationship building

New client acquisition

Regulatory compliance knowledge

Education

SIE exam & FINRA 6/7 licenses

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase & Co. in New York is seeking a Private Client Banker to manage the complete banking relationship for a select group of affluent clients within a Branch. You will proactively solicit referrals and collaborate with specialists to meet clients' financial needs.

The role requires preparing clients with education and advice tailored to their financial goals, while supporting a convenient, high-touch banking experience with a focus on regulatory compliance and service excellence.