Private Client Wealth Advisor

JPMorgan Chase & Co.

New York (NY)

On-site

USD 70,000 - 100,000

Full time

3 days ago

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Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to manage a select group of affluent clients, driving growth in their banking relationships while delivering education and tailored financial advice.

You will collaborate with Specialists to connect clients with experts and promote self-service options for convenient access to accounts. The role requires a relationship-driven mindset, strong communication skills, and a track record of new client acquisition in financial

Qualifications

Demonstrated success using a relationship-oriented approach to acquire and deepen client relationships.
1+ year Branch Banking Banker or equivalent experience in financial services.
SIE exam and FINRA Series 6/7 licenses required or must be completed within 180 days of starting the role.
Compliance with Dodd-Frank/Truth in Lending Act requirements.
Ability to work branch hours, including weekends and some evenings.

Responsibilities

Shares the value of Chase Private Client with eligible clients.
Manages clients' banking relationships with an advice-based approach to optimize product/service mix.
Partners with Specialists to connect clients to experts for specialized financial needs.
Facilitates access to self-service options for clients 24/7.
Adheres to all applicable policies and regulatory requirements.