Private Client Banking Advisor for Affluent Clients

JPMorgan Chase & Co.

North Brunswick Township (NJ)

On-site

USD 80,000 - 110,000

Full time

7 days ago
Be an early applicant
Application generator

Don’t send a generic resume — generate a resume and cover letter tailored to this exact role.

Get past ATS filters

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers. You will manage their full banking relationship and proactively generate growth by referrals and internal/external networking.

You will work with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients to the right experts and provide education and advice tailored to their financial needs.

Qualifications

  • 1+ year Branch Banking Banker or equivalent experience in financial services.
  • SIE exam and FINRA Series 6/7 (or progress to completion within 180 days) and relevant state registrations.
  • Compliance with Dodd-Frank/Truth in Lending Act requirements.
  • Ability to work branch hours, including weekends and some evenings.

Responsibilities

  • Share the value of Chase Private Client with eligible clients.
  • Manage banking relationships with an advice-based approach to deliver best products and services.
  • Partner with Specialists to connect clients to experts for specialized needs.
  • Make client lives easier by enabling 24/7 self-service access to accounts.
  • Adhere to policies, procedures, and regulatory banking requirements.

Skills

Excellent communication
Relationship-oriented approach
Financial services experience
Team orientation

Education

High school diploma or equivalent

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers. You will manage their full banking relationship and proactively generate growth by referrals and internal/external networking.

You will work with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients to the right experts and provide education and advice tailored to their financial needs.

Get your free, confidential resume review.
or drag and drop your file here.
Similar jobs

Similar jobs worth comparing

Private Client Banking Advisor
Private Client Banking Advisor

JPMorgan Chase & Co. • Sporting Hill (PA)

On-site
USD 65,000 - 90,000
Private Client Banking Advisor
Private Client Banking Advisor

JPMorganChase • Naples (FL)

On-site
USD 70,000 - 90,000
Private Client Banking Advisor
Private Client Banking Advisor

JPMorganChase • Medina (OH)

On-site
USD 52,000 - 78,000
Private Client Banking Advisor
Private Client Banking Advisor

JPMorgan Chase & Co. • Skokie (IL)

On-site
USD 70,000 - 110,000
Private Client Banking Advisor
Private Client Banking Advisor

JPMorganChase • Plantation (FL)

On-site
USD 55,000 - 85,000
Private Client Banking Advisor
Private Client Banking Advisor

JPMorganChase • New York (NY)

On-site
USD 70,000 - 120,000
Private Client Banker & Wealth Advisor
Private Client Banker & Wealth Advisor

JPMorgan Chase & Co. • Southampton Township (PA)

On-site
USD 60,000 - 90,000
Private Client Banking Advisor
Private Client Banking Advisor

JPMorgan Chase & Co. • Skokie (IL)

On-site
USD 55,000 - 85,000
Affluent Private Client Banking Advisor
Affluent Private Client Banking Advisor

JPMorgan Chase & Co. • Seattle (WA)

On-site
USD 60,000 - 95,000
Private Client Banking Advisor
Private Client Banking Advisor

JPMorgan Chase • Burien (WA)

On-site
USD 70,000 - 110,000