Private Client Banker: Wealth & Relationship Advisor

JPMorgan Chase & Co.; New York (NY); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in New York seeks a Private Client Banker in Branch Banking to serve a select group of affluent clients, managing their full banking relationship with a proactive, advice-based approach.

You will work with specialists to tailor solutions, promote self-service access, and comply with regulatory requirements including Dodd-Frank and NMLS-related rules; weekend and some evenings required.

Qualifications

• 1+ year branch banking banker experience with client acquisition
• SIE exam and FINRA Series 6/7 and state registrations or must complete within 180 days
• Compliance with Dodd-Frank/Truth in Lending Act
• High school degree or foreign equivalent
• 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
• Partners with Specialists to connect customers to experts for specialized financial needs
• Makes lives of clients more convenient by promoting self-service options 24/7
• Adheres to policies, procedures, and regulatory requirements

Skills

Relationship building

Sales experience

Regulatory knowledge

Communication skills

Availability

Education

High school diploma

Job description

JPMorgan Chase & Co. in New York seeks a Private Client Banker in Branch Banking to serve a select group of affluent clients, managing their full banking relationship with a proactive, advice-based approach.

You will work with specialists to tailor solutions, promote self-service access, and comply with regulatory requirements including Dodd-Frank and NMLS-related rules; weekend and some evenings required.