Private Client Banking Advisor

JPMorganChase; New York (NY); On-site; USD 70,000 - 120,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and broader customers within the branch, managing full banking relationships with a proactive, education-focused approach.

You will develop new client referrals and nurture relationships across the firm, coordinating with specialists to deliver tailored financial solutions and a seamless client experience.

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent experience in financial services, with success in new client acquisition.
• Compliance with Dodd-Frank/Truth in Lending Act and related regulatory requirements.
• Active eligibility for required FINRA/NMLS credentials or successful completion within 180 days.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationships through an advisory approach to meet client needs.
• Partners with Specialists to connect clients with experts for complex financial needs.
• Improves client convenience by promoting self-service access 24/7.
• Adheres to banking policies, procedures and regulatory requirements.

Skills

Relationship-building

Communication

Sales mindset

Education

High school diploma

Job description

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and broader customers within the branch, managing full banking relationships with a proactive, education-focused approach.

You will develop new client referrals and nurture relationships across the firm, coordinating with specialists to deliver tailored financial solutions and a seamless client experience.