Private Client Banker: Wealth Relationship Expert

JPMorgan Chase; Monroe (NJ); On-site; USD 65,000 - 95,000; Full time

Job summary

JPMorgan Chase seeks a Private Client Banker in Branch Banking to serve a select group of affluent clients and other branch customers, managing the full banking relationship with an advice-based approach. You’ll help clients optimize their finances by offering tailored products and services and coordinating with Specialists to meet complex needs.

You will work hours including some weekends/evenings, adhere to regulatory requirements, and leverage ongoing referrals to grow client balances while

Qualifications

• Must have a value-added, relationship-oriented approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent experience in financial services.
• SIE, FINRA Series 6/7, state registration and Life licenses required or to be completed within 180 days.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationship with an advice-based approach to meet needs.
• Partners with Specialists to connect customers to experts for specialized needs.
• Makes clients’ lives easier by enabling self-service access 24/7.

Skills

Relationship building

Customer service

Communication

Education

High school diploma or GED

SIE exam/FINRA Series 6/7

State registration/Life licenses

Job description

JPMorgan Chase seeks a Private Client Banker in Branch Banking to serve a select group of affluent clients and other branch customers, managing the full banking relationship with an advice-based approach. You’ll help clients optimize their finances by offering tailored products and services and coordinating with Specialists to meet complex needs.

You will work hours including some weekends/evenings, adhere to regulatory requirements, and leverage ongoing referrals to grow client balances while