Private Client Banker: Wealth Relationship Expert

Fairygodboss; North Brunswick Township (NJ); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to be the main contact for a select group of affluent clients, managing full banking relationships using a proactive, advice-based approach.

You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with experts and grow their balances. You’ll promote self-service access and adhere to regulatory standards.

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 success in new client acquisition and revenue generation.
• Must complete or already hold the Securities Industry Essentials (SIE) exam, FINRA Series 6/7, state registrations and Life licenses within 180 days of starting.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.
• High school diploma, GED, or foreign equivalents.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationships with an advice-based approach to offer suitable products and services.
• Collaborates with Specialists to connect clients to experts for specialized needs.
• Facilitates access to self-service options for 24/7 account access.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship-building

New client acquisition

Financial services

Regulatory compliance

Time management

Education

HS diploma

Job description

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to be the main contact for a select group of affluent clients, managing full banking relationships using a proactive, advice-based approach.

You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with experts and grow their balances. You’ll promote self-service access and adhere to regulatory standards.