Private Client Banker: Wealth Relationships & Advisory

Next Frontier Capital; New York (NY); On-site; USD 85,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. is hiring a Private Client Banker in our branch network to serve a select group of affluent clients and other customers.

You will manage their banking relationships with an advice-based approach, offering education and tailored financial guidance to help them reach their money goals. You will collaborate with specialists to connect clients to experts for complex needs, promote self-service options, and ensure compliance with banking regulations.

Qualifications

• Value-added, relationship-focused approach to acquiring and deepening client relationships.
• 1+ year branch banking experience with success in new client acquisition.
• Regulatory qualifications including SIE, Series 6/7 and Life licenses or plan to complete within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act.
• High school diploma or GED.
• Willing to work branch hours, weekends and some evenings.
• College degree or military experience.
• Experience with affluent clients.
• Strong teamwork and long-term commitment.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible
• Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
• Partners with Specialists to connect customers to experts who can help them with specialized financial needs
• Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
• Adheres to policies, procedures, and regulatory banking requirements

Skills

Relationship building

New client acquisition

Excellent communication

Affluent client relations

Team oriented

Education

High school diploma or GED or foreign equivalent

College degree or military equivalent

Job description

JPMorgan Chase & Co. is hiring a Private Client Banker in our branch network to serve a select group of affluent clients and other customers.

You will manage their banking relationships with an advice-based approach, offering education and tailored financial guidance to help them reach their money goals. You will collaborate with specialists to connect clients to experts for complex needs, promote self-service options, and ensure compliance with banking regulations.