Private Client Banking Advisor

JPMorgan Chase & Co.; Shrewsbury (NJ); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in New Jersey seeks a Private Client Banker to manage affluent clients’ banking relationships with a proactive advisory approach. You will collaborate with Specialists to connect clients to experts and help them access self-service options around the clock.

Responsibilities include acquiring new clients, deepening relationships, and ensuring compliance with banking regulations while delivering personalized financial solutions and outstanding service.

Qualifications

• Experience building relationships with affluent clients and acquiring new business.
• Familiarity with banking products, services, and regulatory requirements.
• Ability to coordinate with specialists to meet client needs.
• Compliance with Dodd-Frank/Truth in Lending Act and licensing requirements.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages client banking relationships with an advice-based approach.
• Partners with Private Client Advisors, Mortgage Bankers and Business Relationship Managers.
• Sets up self-service options to access accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship-building

New client acquisition

Excellent communication

Team collaboration

Regulatory compliance knowledge

Education

High school diploma or GED

College degree preferred

Tools

NMLS knowledge

Job description

JPMorgan Chase & Co. in New Jersey seeks a Private Client Banker to manage affluent clients’ banking relationships with a proactive advisory approach. You will collaborate with Specialists to connect clients to experts and help them access self-service options around the clock.

Responsibilities include acquiring new clients, deepening relationships, and ensuring compliance with banking regulations while delivering personalized financial solutions and outstanding service.