Private Client Banking Advisor for Affluent Clients

JPMorgan Chase & Co.; North Brunswick Township (NJ); On-site; USD 80,000 - 110,000; Full time

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.