Private Client Banking Advisor

JPMorgan Chase & Co.; New York (NY); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in New York seeks a Private Client Banker to serve affluent clients in Branch Banking, managing their complete banking relationships with guidance and a proactive, education-based approach.

You will collaborate with Specialists to connect clients with experts, promote self-service options, and uphold regulatory standards while delivering exceptional service and growth opportunities.

Qualifications

• 1+ year experience in branch banking with new client acquisition.
• Eligibility to complete required securities licenses within 180 days.
• Demonstrated compliance with banking regulations and policies.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationships with an advice-based approach.
• Collaborates with Specialists to connect clients to experts.
• Promotes self-service access to accounts 24/7.
• Adheres to regulatory requirements and internal policies.

Skills

Relationship building

New client acquisition

Communication skills

Education

High school diploma or GED

SIE exam / FINRA Series 6/7 (or willingness to obtain)

State registration (63 or 66 if required) and Life licenses

Job description

JPMorgan Chase & Co. in New York seeks a Private Client Banker to serve affluent clients in Branch Banking, managing their complete banking relationships with guidance and a proactive, education-based approach.

You will collaborate with Specialists to connect clients with experts, promote self-service options, and uphold regulatory standards while delivering exceptional service and growth opportunities.