Private Client Banker: Wealth & Relationship Advisor

JPMorgan Chase & Co.; New York (NY); On-site; USD 60,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. in New York seeks a Private Client Banker to manage a select group of affluent clients and the broader branch clientele. You will drive growth by proactively soliciting referrals and expanding relationships, delivering tailored guidance across banking products.

The role emphasizes an advice-based approach, collaboration with Specialists, and helping clients access self-service options to manage accounts around the clock. Weekend/evening hours are required.

Qualifications

• 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 and revenue generation.
• Starting Oct 1, 2018, if not registered, SIE exam, FINRA Series 6/7, state registrations (63/66 if required) and Life licenses must be completed within 180 days.
• Compliance with Dodd Frank/Truth in Lending Act.
• High school degree, GED, or foreign equivalent.
• Adherence to policies, procedures, and regulatory banking requirements.
• 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, 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 sharing and setting up self-service options 24/7 access.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship-building

Client acquisition

Financial services

Education

High school degree

College degree or military equivalent

Job description

JPMorgan Chase & Co. in New York seeks a Private Client Banker to manage a select group of affluent clients and the broader branch clientele. You will drive growth by proactively soliciting referrals and expanding relationships, delivering tailored guidance across banking products.

The role emphasizes an advice-based approach, collaboration with Specialists, and helping clients access self-service options to manage accounts around the clock. Weekend/evening hours are required.