Private Client Relationship Advisor

JPMorganChase; New York (NY); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorganChase in New York seeks a Private Client Banker who builds lasting relationships by understanding clients' financial goals and offering tailored education and advice. You will collaborate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with experts, promote self-service access, and ensure compliance with banking regulations.

This role also requires weekend/evening hours and a commitment to diversity.

Qualifications

• SIE exam and FINRA Series 6/7, state registrations and Life licenses or must complete within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act.
• Excellent communication and relationship-building skills.
• Ability to work branch hours, including weekends and some evenings.

Responsibilities

• Promote Chase Private Client value and manage client relationships.
• Advise clients with best products and services for their needs.
• Collaborate with Specialists to connect clients to experts.
• Encourage self-service access for 24/7 account access.
• Adhere to banking policies and regulatory requirements.

Skills

Relationship building

Branch banking experience

Licensing requirements

Dodd-Frank compliance

Education requirement

Policy compliance

Flexible hours

Communication skills

College degree

Affluent client experience

Team orientation

Education

High school diploma

College degree

Military equivalent

Job description

JPMorganChase in New York seeks a Private Client Banker who builds lasting relationships by understanding clients' financial goals and offering tailored education and advice. You will collaborate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with experts, promote self-service access, and ensure compliance with banking regulations.

This role also requires weekend/evening hours and a commitment to diversity.