Private Client Banking Advisor — Wealth Growth

JPMorgan Chase & Co.; New York (NY); On-site; USD 85,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. in New York, NY is seeking a Private Client Banker in Branch Banking to manage a select group of affluent clients and their complete banking relationship with a proactive, education-focused approach.

You will collaborate with Private Client Advisors and Mortgage Bankers to tailor financial solutions, solicit referrals, and provide 24/7 access to self-service options while ensuring compliance and delivering exceptional client service.

Qualifications

• Demonstrated success using a relationship-oriented approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent experience in financial services with revenue generation.
• Licensing requirements including SIE exam and FINRA Series 6/7 or equivalent.
• Compliance with banking regulations (Dodd-Frank/TIL).
• Adherence to branch hours, including weekends and some evenings.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationships with an advice-based approach to deliver best-fit products and services.
• Collaborates with Specialists to connect clients to experts for specialized needs.
• Facilitates access to self-service options for 24/7 account access.
• Maintains compliance with policies, procedures, and regulatory requirements.

Skills

Relationship-building

Financial services experience

Customer acquisition

Compliance knowledge

Excellent communication

Education

High school diploma or GED

Bachelor’s degree preferred

Job description

JPMorgan Chase & Co. in New York, NY is seeking a Private Client Banker in Branch Banking to manage a select group of affluent clients and their complete banking relationship with a proactive, education-focused approach.

You will collaborate with Private Client Advisors and Mortgage Bankers to tailor financial solutions, solicit referrals, and provide 24/7 access to self-service options while ensuring compliance and delivering exceptional client service.