Private Client Banking Advisor

JPMorgan Chase & Co.; Town of Florida (NY); On-site; USD 70,000 - 100,000; Full time

Job summary

JPMorgan Chase & Co. in New York seeks a Private Client Banker to manage the banking relationships of affluent clients within a Branch Banking environment. You will provide education and advice, helping clients access the right products and services to meet their financial goals.

The role requires relationship-building skills, client acquisition experience, and compliance with banking regulations. Weekend/evening hours may be required, with opportunities for career growth within the Private

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 verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation.
• Compliance with Dodd Frank/Truth in Lending Act (TILA).
• SIE exam / FINRA 6/7 and state registrations required or must be completed within 180 days of starting.
• Adherence to policies, procedures, and regulatory banking requirements.
• High school degree, GED, or foreign equivalent.
• Ability to work branch hours, including weekends and some evenings.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible.
• Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs.
• Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs.
• Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

New client acquisition

Regulatory compliance

Availability weekends/evenings

Education

High school diploma

Job description

JPMorgan Chase & Co. in New York seeks a Private Client Banker to manage the banking relationships of affluent clients within a Branch Banking environment. You will provide education and advice, helping clients access the right products and services to meet their financial goals.

The role requires relationship-building skills, client acquisition experience, and compliance with banking regulations. Weekend/evening hours may be required, with opportunities for career growth within the Private