Private Client Banker: Wealth & Relationship Advisor

Aumni; New York (NY); On-site; USD 75,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in our Branch Banking team to manage affluent client relationships with an advice-based approach. You will collaborate with specialists to connect clients to experts for complex needs and promote self-service access to accounts 24/7.

Role requires 1+ year in branch banking, licensing (SIE and Series 6/7) or completion within 180 days, and strict adherence to regulatory standards. Weekend/evening hours are expected.

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 client growth.
• SIE/Series 6/7 and licensing required or must be completed within 180 days.

Responsibilities

• Shares the value of Chase Private Client with clients.
• Manages client banking relationships with an advice-based approach to offer best products and services.
• Partners with specialists to connect customers to experts for complex financial needs.
• Sets up self-service options to access accounts 24/7.
• Adheres to banking policies, procedures, and regulatory requirements.

Skills

Relationship-building

New client acquisition

Regulatory compliance

SIE/Series 6/7 licensing

Financial services experience

Communication skills

Team collaboration

Education

High school diploma or GED

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in our Branch Banking team to manage affluent client relationships with an advice-based approach. You will collaborate with specialists to connect clients to experts for complex needs and promote self-service access to accounts 24/7.

Role requires 1+ year in branch banking, licensing (SIE and Series 6/7) or completion within 180 days, and strict adherence to regulatory standards. Weekend/evening hours are expected.