Private Client Wealth Advisor

Next Frontier Capital; New York (NY); On-site; USD 65,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. in New York seeks a Private Client Banker in Branch Banking to be the main contact for affluent clients, managing their complete banking relationship with education and advice tailored to financial needs.

You will help acquire new clients, leverage specialists for complex needs, and promote self-service options while adhering to regulatory requirements and internal policies.

Qualifications

• Proven success in acquiring and growing client relationships in financial services.
• Ability to work flexible branch hours, including weekends and some evenings.
• Knowledge of banking products and regulatory requirements.

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 sharing and setting up self-service options to access their accounts 24/7
• Adheres to policies, procedures, and regulatory banking requirements

Skills

Relationship building

Sales experience

Customer service

Communication skills

Compliance knowledge

Education

High school degree / GED

Job description

JPMorgan Chase & Co. in New York seeks a Private Client Banker in Branch Banking to be the main contact for affluent clients, managing their complete banking relationship with education and advice tailored to financial needs.

You will help acquire new clients, leverage specialists for complex needs, and promote self-service options while adhering to regulatory requirements and internal policies.