Private Client Banking Advisor

JPMorgan Chase & Co.; East Brunswick Township (NJ); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Banker in Branch Banking to manage relationships with affluent clients and other customers.

You will drive growth by advising on products and services, sourcing referrals, and coordinating with specialists to meet clients' financial needs. The role requires building a full banking relationship, adhering to regulatory standards, and offering convenient self-service access while supporting branch hours, including weekends and some

Qualifications

• Demonstrated success growing client relationships with a value-added approach.
• 1+ year Branch Banking Banker or equivalent in financial services.
• SIE exam and FINRA Series 6/7 and state licenses or must complete within 180 days.
• Compliance with Dodd-Frank and Truth in Lending Act requirements.
• Adherence to banking policies and ability to work varied hours.

Responsibilities

• Manage banking relationships for affluent clients with an advice-based approach.
• Acquire new clients by soliciting referrals and building internal/external sources.
• Collaborate with Private Client Advisors, Mortgage Bankers, and Business RM to connect clients to experts.
• Promote self-service options for 24/7 access to accounts.
• Ensure compliance with regulatory requirements and bank policies.

Skills

Relationship building

Excellent communication

Sales and revenue generation

Client advisory

Team orientation

Education

High school or equivalent

College degree or military equivalent

Job description

JPMorgan Chase & Co. in the United States seeks a Private Client Banker in Branch Banking to manage relationships with affluent clients and other customers.

You will drive growth by advising on products and services, sourcing referrals, and coordinating with specialists to meet clients' financial needs. The role requires building a full banking relationship, adhering to regulatory standards, and offering convenient self-service access while supporting branch hours, including weekends and some