Private Client Wealth Advisor

JP Morgan Chase; North Massapequa (NY); On-site; USD 70,000 - 100,000; Full time

Job summary

JPMorgan Chase in New York seeks a Private Client Banker to be the main contact for a select group of affluent clients within the Branch Banking network. You will manage their banking relationships across Chase, using a proactive, education-focused approach to grow balances and cross-sell relevant products.

You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with specialists, help them access 24/7 self-service options, and

Qualifications

• Proven ability to acquire and deepen client relationships in financial services.
• Strong communication and interpersonal skills for affluent clients.
• Ability to work as part of a team to meet branch goals.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationships with an advice-based approach to optimize products and services.
• Connects clients to specialists (Private Client Advisors, Mortgage Bankers, Business Relationship Managers) for complex needs.
• Facilitates client access to self-service options available 24/7.
• Ensures compliance with bank policies, procedures, and regulatory requirements.

Skills

Relationship building

Client acquisition

Communication skills

Team orientation

Education

High school diploma or equivalent

Job description

JPMorgan Chase in New York seeks a Private Client Banker to be the main contact for a select group of affluent clients within the Branch Banking network. You will manage their banking relationships across Chase, using a proactive, education-focused approach to grow balances and cross-sell relevant products.

You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with specialists, help them access 24/7 self-service options, and