Private Client Wealth Advisor

JPMorgan Chase & Co.; New York (NY); On-site; USD 70,000 - 100,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers.

You will manage their entire banking relationship, focusing on advice-based service and growth opportunities within the branch. The role involves collaborating with Specialists to tailor financial solutions, guiding clients to the best products, and expanding reach through referrals and internal/external networks.

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• Ability to work with affluent clients and understand their financial needs.
• Strong communication and referral-network-building capabilities.

Responsibilities

• Actively manages banking relationships with Private Client clients using an advice-based approach.
• Collaborates with Specialists to connect clients with mortgage, wealth, and business experts as needed.
• Promotes self-service options to provide 24/7 access to accounts for client convenience.
• Ensures compliance with banking policies, procedures, and regulatory requirements.
• Engages in new client acquisition and revenue generation through referrals and network development.

Skills

Relationship management

New client acquisition

Sales orientation

Communication skills

Education

High school diploma/GED or foreign equivalent

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers.

You will manage their entire banking relationship, focusing on advice-based service and growth opportunities within the branch. The role involves collaborating with Specialists to tailor financial solutions, guiding clients to the best products, and expanding reach through referrals and internal/external networks.