Private Client Banker: Wealth & Relationship Advisor

JPMorgan Chase & Co.; Princeton (NJ); On-site; USD 52,000 - 86,000; Full time

Job summary

JPMorgan Chase & Co. in Princeton, NJ seeks a Private Client Banker to manage affluent clients’ banking relationships with an advice-based approach. You will coordinate with specialists to connect clients to experts and promote 24/7 self-service options, while ensuring adherence to banking regulations.

The role emphasizes a relationship-driven sales mindset, excellent communication, and a willingness to work weekend/evening shifts as needed.

Qualifications

• Relationship-oriented approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker experience with revenue generation.
• SIE/FINRA license requirements or completion within 180 days.
• Compliance with Dodd-Frank and Truth in Lending Act.
• Availability to work branch hours, including weekends/evenings.

Responsibilities

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

Skills

Relationship building

Client relationship management

Regulatory compliance

Excellent communication

Affluent client experience

Team orientation

Education

High school degree or GED

College degree or military equivalent

Job description

JPMorgan Chase & Co. in Princeton, NJ seeks a Private Client Banker to manage affluent clients’ banking relationships with an advice-based approach. You will coordinate with specialists to connect clients to experts and promote 24/7 self-service options, while ensuring adherence to banking regulations.

The role emphasizes a relationship-driven sales mindset, excellent communication, and a willingness to work weekend/evening shifts as needed.