Private Client Banking Advisor

JPMorgan Chase; Paramus (NJ); On-site; USD 55,000 - 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, managing their banking relationship with an advice-based approach. You will collaborate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to provide tailored solutions.

The role requires strong communication, a track record in client acquisition, and full compliance with relevant regulations.

Qualifications

• Proven success in acquiring and deepening client relationships.
• Experience in financial services and branch banking.
• Regulatory knowledge including Dodd-Frank and Truth in Lending Act.

Responsibilities

• Actively manages client banking relationships with an advice-based approach.
• Connects clients to specialists for complex financial needs.
• Promotes self-service options and access to accounts 24/7.
• Ensures compliance with policies, procedures, and regulatory requirements.
• Works with clients to grow balances and referrals.

Skills

Relationship building

Client acquisition

Communication

Regulatory knowledge

Sales/Advisory

Time management

Education

High school diploma or GED

College degree preferred

NMLS/SIE/FINRA licensing

Job description

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients, managing their banking relationship with an advice-based approach. You will collaborate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to provide tailored solutions.

The role requires strong communication, a track record in client acquisition, and full compliance with relevant regulations.