Private Client Banking & Wealth Advisor

JPMorgan Chase & Co.; New York (NY); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in New York seeks a Private Client Banker to manage the banking relationships of affluent clients within the branch, offering tailored education and advice to help them maximize their finances.

You will drive growth by soliciting referrals and leveraging internal partners. You will work with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to deliver comprehensive solutions and connect clients to experts for specialized needs, while maintaining

Qualifications

• Proven 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 success in new client acquisition and revenue generation.
• SIE exam, FINRA Series 6/7, state registration (63/66 if required) and Life licenses or must complete within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act 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 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 management

New client acquisition

SIE exam

FINRA Series 6/7

State registrations (63/66)

Life licenses

High school diploma

Regulatory compliance

Weekend/evening hours

Education

High school diploma or equivalent

Job description

JPMorgan Chase & Co. in New York seeks a Private Client Banker to manage the banking relationships of affluent clients within the branch, offering tailored education and advice to help them maximize their finances.

You will drive growth by soliciting referrals and leveraging internal partners. You will work with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to deliver comprehensive solutions and connect clients to experts for specialized needs, while maintaining