Private Client Banking Advisor

JPMorgan Chase & Co.; Bayside Beach (NJ); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to act as the main contact for a select group of affluent clients. You will manage their complete banking relationship, proactively grow balances, and solicit referrals to acquire new clients.

You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with experts for tailored financial needs, while guiding them to self-service options 24/7.

Qualifications

• 1+ year Branch Banking Banker or equivalent experience in financial services; proven success in acquiring, cultivating, and maintaining client relationships and revenue.
• SIE exam, FINRA Series 6/7, and state licenses (63/66 if required) must be completed within 180 days if not already.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.
• High school degree, GED, or foreign equivalent.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages client banking relationships with an advice-based approach to deliver the best products and services.
• Partners with Specialists to connect clients with experts for complex financial needs.
• Increases client convenience by promoting self-service options available 24/7.
• Adheres to policy, procedures, and regulatory banking requirements.

Skills

Relationship building

New client acquisition

Excellent communication

Team oriented

Education

High school degree

College degree or military equivalent

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to act as the main contact for a select group of affluent clients. You will manage their complete banking relationship, proactively grow balances, and solicit referrals to acquire new clients.

You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with experts for tailored financial needs, while guiding them to self-service options 24/7.