Private Client Relationship Advisor

JPMorgan Chase & Co.; New York (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 relationships with affluent clients and a select group of customers in the branch. You will drive growth by providing education and advice tailored to financial needs and by guiding clients through the bank's products and services.

The role requires strong communication, a proven sales mindset, and ability to work with specialists to meet complex financial goals, with an emphasis on compliance and service excellence.

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 client relationships and revenue generation.
• Compliance with Dodd Frank/Truth in Lending Act requirements.
• NMLS registration and SAFE Act compliance are required or must be completed after starting.

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 with specialized financial needs.
• Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship management

New client acquisition

Communication skills

Regulatory compliance knowledge

Education

High school diploma/GED

Job description

JPMorgan Chase & Co. in New York seeks a Private Client Banker to manage relationships with affluent clients and a select group of customers in the branch. You will drive growth by providing education and advice tailored to financial needs and by guiding clients through the bank's products and services.

The role requires strong communication, a proven sales mindset, and ability to work with specialists to meet complex financial goals, with an emphasis on compliance and service excellence.