Private Client Wealth Advisor

Security Capital Research; New York (NY); On-site; USD 70,000 - 110,000; Full time

Job summary

JPMorgan Chase in New York is seeking a Private Client Banker to be the main contact for a select group of affluent clients and other customers in the Branch. You will manage their complete banking relationship with an advice-based approach, helping clients access the best products and services for their needs.

You will partner with specialists to connect clients to experts, promote Chase Private Client benefits, and support growth through referrals while ensuring compliance with banking

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation.
• Compliance with Dodd Frank/Truth in Lending Act and related regulatory requirements.
• Ability to work branch hours, including weekends and some evenings.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible.
• Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs.
• Partners with Specialists to connect customers to experts for specialized financial needs.
• Makes lives of clients more convenient by guiding self-service access to accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

Sales experience

Customer service

Communication skills

Financial services knowledge

Education

High school diploma/GED

College degree

Job description

JPMorgan Chase in New York is seeking a Private Client Banker to be the main contact for a select group of affluent clients and other customers in the Branch. You will manage their complete banking relationship with an advice-based approach, helping clients access the best products and services for their needs.

You will partner with specialists to connect clients to experts, promote Chase Private Client benefits, and support growth through referrals while ensuring compliance with banking