Private Client Banker: Wealth Relationship Lead

Next Frontier Capital; New York (NY); On-site; USD 70,000 - 100,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers in the branch. You will manage their complete banking relationship using a proactive, education-based approach to grow balances and deepen client engagement.

You will collaborate with Specialists to connect clients to experts for tailored financial solutions, and you will encourage self-service options to enhance convenience around the clock.

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.

Responsibilities

• Actively manages client relationships with an advice-based approach to provide best-fit products and services.
• Partners with Specialists to connect customers to experts for specialized financial needs.
• Promotes self-service options to access accounts 24/7.
• Adheres to banking policies, procedures and regulatory requirements.

Skills

Relationship building

Sales experience

Communication skills

Financial services

Education

High school diploma

Job description

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers in the branch. You will manage their complete banking relationship using a proactive, education-based approach to grow balances and deepen client engagement.

You will collaborate with Specialists to connect clients to experts for tailored financial solutions, and you will encourage self-service options to enhance convenience around the clock.