Private Client Banker: Wealth & Relationship Advisor

JPMorganChase; Town of Oyster Bay (NY); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase in New York seeks a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers. You will manage full banking relationships, drive growth, and solicit referrals while delivering education and advice tailored to clients’ financial needs.

The role emphasizes an advice-based approach, collaboration with specialists, and adherence to regulatory requirements. Weekend/evening hours may be required in a busy branch environment.

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 revenue generation experience.
• SIE/FINRA and state licenses or be able to complete within 180 days of start.
• Compliance with Dodd-Frank/Truth in Lending Act.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationships with an advice-based approach to offer best-fit products.
• Collaborates with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with experts.
• Sets up self-service options to access accounts 24/7 for client convenience.
• Adheres to banking policies, procedures and regulatory requirements.

Skills

Communication skills

Affluent client relations

Team orientation

Relationship building

Education

College degree or military equivalent

High school degree

Job description

JPMorgan Chase in New York seeks a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers. You will manage full banking relationships, drive growth, and solicit referrals while delivering education and advice tailored to clients’ financial needs.

The role emphasizes an advice-based approach, collaboration with specialists, and adherence to regulatory requirements. Weekend/evening hours may be required in a busy branch environment.