Private Client Banker: Wealth & Relationship Advisor

Fairygodboss; New York (NY); On-site; USD 70,000 - 120,000; Full time

Job summary

Chase Private Client Banker in Branch Banking serves a select group of affluent clients, managing their complete banking relationship with an advice-based approach to grow balances. The role involves referrals, collaboration with specialists, and enabling 24/7 self-service access while upholding regulatory requirements.

The position requires relationship-building skills, 1+ year in banking with new client acquisition success, and regulatory licensing or timely completion.

Qualifications

• Proven success in acquiring and deepening client relationships.
• Experience in financial services with revenue generation.
• SIE/FINRA licensing or equivalent required within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act.
• Ability to work branch hours, including weekends/evenings.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages client relationships with an advice-based approach.
• Partners with Specialists to connect clients to experts.
• Facilitates self-service options for 24/7 access for clients.
• Adheres to banking policies, procedures and regulatory requirements.

Skills

Relationship building

New client acquisition

Regulatory compliance

Sales through advisory approach

Communication skills

Education

High school diploma/GED or foreign equivalent

College degree or military equivalent

Job description

Chase Private Client Banker in Branch Banking serves a select group of affluent clients, managing their complete banking relationship with an advice-based approach to grow balances. The role involves referrals, collaboration with specialists, and enabling 24/7 self-service access while upholding regulatory requirements.

The position requires relationship-building skills, 1+ year in banking with new client acquisition success, and regulatory licensing or timely completion.