Private Client Wealth Advisor

JPMorgan Chase & Co.; New York (NY); On-site; USD 70,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. in New York is seeking a Private Client Banker in Branch Banking to manage the affluent clients’ banking relationships with an advisory approach. You will generate growth by referrals and cross‑selling while coordinating with Specialists for complex financial needs.

You will help clients access self‑service options and stay compliant with banking regulations and internal policies, including post‑offer licensing and ongoing suitability checks.

Qualifications

• Demonstrated success in acquiring and deepening client relationships in financial services.
• 1+ year experience in Branch Banking or similar, with revenue generation.
• Compliance with regulatory requirements, including Dodd-Frank/Truth in Lending Act.

Responsibilities

• Actively manages client banking relationships with an advisory approach.
• Collaborates with Specialists to connect clients with experts for complex needs.
• Promotes self-service options to clients for 24/7 access.
• Adheres to policies and regulatory requirements.

Skills

Relationship management

Sales & referrals

Communications

Regulatory compliance

Education

High school diploma or GED

Job description

JPMorgan Chase & Co. in New York is seeking a Private Client Banker in Branch Banking to manage the affluent clients’ banking relationships with an advisory approach. You will generate growth by referrals and cross‑selling while coordinating with Specialists for complex financial needs.

You will help clients access self‑service options and stay compliant with banking regulations and internal policies, including post‑offer licensing and ongoing suitability checks.