Private Client Banking Advisor

JPMorgan Chase; Madison (NJ); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and others within the branch. You will manage whole banking relationships with an advice-based approach and help drive growth by referrals and internal/external sourcing.

You will collaborate with Private Client Advisors, Mortgage Bankers, and Relationship Managers to connect clients with experts for tailored financial needs, while promoting self-service access to accounts around the

Qualifications

• Proven relationship-building with clients and referrals.
• Experience acquiring new clients and growing revenue in financial services.
• Strong communication skills and ability to educate customers.

Responsibilities

• Share the value of Chase Private Client with eligible clients.
• Manage banking relationships with a proactive, advice-based approach.
• Collaborate with Specialists to connect clients with experts for complex needs.
• Promote self-service options to access accounts 24/7.
• Adhere to banking policies and regulatory requirements.

Skills

Relationship management

Client acquisition

Communication skills

Financial services experience

Regulatory compliance

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and others within the branch. You will manage whole banking relationships with an advice-based approach and help drive growth by referrals and internal/external sourcing.

You will collaborate with Private Client Advisors, Mortgage Bankers, and Relationship Managers to connect clients with experts for tailored financial needs, while promoting self-service access to accounts around the