Private Client Banking Advisor

JPMorgan Chase; Medford Township (NJ); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to be the main contact for a select group of affluent clients, managing their complete banking relationship with an advisory approach and offering tailored financial solutions.

You will collaborate with Specialists to connect clients with experts, promote self-service options, and ensure compliance with regulatory requirements while delivering exceptional service and helping clients grow their balances.

Qualifications

• Experience acquiring and deepening client relationships.
• 1+ year in Branch Banking or financial services with revenue generation.
• SIE exam and FINRA licenses or must complete within 180 days.
• Compliance with Dodd-Frank/TILA.
• High school diploma or foreign equivalent.
• Ability to work branch hours, including weekends and some evenings.

Responsibilities

• Share Chase Private Client value with eligible clients.
• Manage client banking relationships with an advisory approach.
• Partner with Specialists to connect clients to experts.
• Facilitate self-service options for 24/7 access to accounts.
• Adhere to banking policies and regulatory requirements.

Skills

Relationship building

New client acquisition

Sales experience

Communication skills

Regulatory compliance

Education

High school diploma

College degree

Job description

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to be the main contact for a select group of affluent clients, managing their complete banking relationship with an advisory approach and offering tailored financial solutions.

You will collaborate with Specialists to connect clients with experts, promote self-service options, and ensure compliance with regulatory requirements while delivering exceptional service and helping clients grow their balances.