Private Client Banking Advisor

JPMorgan Chase & Co.; New York (NY); On-site; USD 65,000 - 95,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to manage a curated client base and grow banking relationships with an advice-based approach. You will collaborate with specialists to connect clients with experts for tailored financial needs and encourage use of self-service channels.

The role emphasizes regulatory compliance, service excellence, and the ability to work flexible branch hours to meet client needs.

Qualifications

• Relationship-driven client management and growth.
• Proven ability to acquire new clients and deepen relationships.
• Strong communication and collaborative skills.

Responsibilities

• Act as main point of contact for Chase Private Client clients and manage banking relationships.
• Solicit referrals and develop internal/external sources to acquire new clients.
• Coordinate with specialists to address clients' specialized financial needs.
• Promote self-service options and ensure compliance with policies.

Skills

Relationship building

Client acquisition

Communication

Team orientation

Education

High school diploma or GED

College degree (preferred)

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to manage a curated client base and grow banking relationships with an advice-based approach. You will collaborate with specialists to connect clients with experts for tailored financial needs and encourage use of self-service channels.

The role emphasizes regulatory compliance, service excellence, and the ability to work flexible branch hours to meet client needs.