Private Client Relationship Banker

J.P. Morgan; New York (NY); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

Chase is seeking a Private Client Banker to manage a select group of affluent clients and other branch customers. You will develop their banking relationships using an education-first, advice-based approach and coordinate with specialists for complex needs.

The role emphasizes referral generation, regulatory compliance, and a client-centric service mindset within a busy branch environment.

Qualifications

• Demonstrated ability to acquire and deepen client relationships.
• Experience in financial services with new client acquisition.
• Compliance with regulatory requirements and licensing timelines.
• Strong communication and interpersonal skills.

Responsibilities

• Share the value of Chase Private Client with eligible clients.
• Manages banking relationships using an advice-based approach.
• Partner with Specialists to connect clients with experts.
• Facilitate self-service access to accounts 24/7.
• Adhere to banking policies, procedures, and regulatory requirements.

Job description

Chase is seeking a Private Client Banker to manage a select group of affluent clients and other branch customers. You will develop their banking relationships using an education-first, advice-based approach and coordinate with specialists for complex needs.

The role emphasizes referral generation, regulatory compliance, and a client-centric service mindset within a busy branch environment.