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

Retirement plan

Tuition reimbursement

Mental health support

Financial coaching

Backup childcare

Job summary

JPMorgan Chase in New York seeks a Private Client Banker to manage a select group of affluent clients, building lasting banking relationships with an advisory approach.

You will collaborate with specialists to connect clients to expertise, promote self-service access, and ensure compliance with Dodd-Frank, Truth in Lending, and branch policies. Strong communication and a long-term client focus are essential.

Qualifications

• Requires a value-added, relationship-oriented approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent experience with verifiable success in new client acquisition and revenue generation.
• SIE, FINRA 6/7, state registrations and Life licenses or must complete within 180 days.

Responsibilities

• Share the value of Chase Private Client with eligible clients.
• Manage clients' banking relationships with an advisory approach to offer best-fit products and services.
• Coordinate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with specialists.
• Increase client convenience by promoting self-service options for 24/7 access.
• Adhere to banking policies, procedures and regulatory requirements.

Skills

Relationship building

New client acquisition

Communication skills

Team orientation

Regulatory compliance

Education

High school diploma or equivalent

SIE exam

FINRA Series 6/7

State registrations (63/66)

Life insurance license

College degree or military equivalent

Job description

JPMorgan Chase in New York seeks a Private Client Banker to manage a select group of affluent clients, building lasting banking relationships with an advisory approach.

You will collaborate with specialists to connect clients to expertise, promote self-service access, and ensure compliance with Dodd-Frank, Truth in Lending, and branch policies. Strong communication and a long-term client focus are essential.