Private Client Banker — Wealth & Relationship Advisor

Testing Site - JPMC; Parsippany-Troy Hills (NJ); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase's Parsippany branch is seeking a Private Client Banker to serve affluent clients, manage their complete banking relationships, and provide education and advice tailored to their financial needs. You will work with specialists to connect clients to experts, promote self-service options, and ensure compliance with regulatory requirements; weekend/evening hours may be required.

Ideal candidates have 1+ year branch banking experience, securities licenses or ability to obtain, and a

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 who can help them with specialized financial needs
• Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
• Adheres to policies, procedures, and regulatory banking requirements

Job description

JPMorgan Chase's Parsippany branch is seeking a Private Client Banker to serve affluent clients, manage their complete banking relationships, and provide education and advice tailored to their financial needs. You will work with specialists to connect clients to experts, promote self-service options, and ensure compliance with regulatory requirements; weekend/evening hours may be required.

Ideal candidates have 1+ year branch banking experience, securities licenses or ability to obtain, and a