Private Client Wealth Advisor

JPMorgan Chase & Co.; Town of Florida (NY); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. seeks a Private Client Banker in Branch Banking to manage the full banking relationship for affluent clients and others in the branch. You will use an advisory approach to grow balances and acquire new clients through referrals and partnerships.

You will work with Specialists to connect clients to experts, promote self-service access, and uphold regulatory requirements across all activities.

Qualifications

• Demonstrated ability to acquire and deepen client relationships.
• 1+ year in branch banking or equivalent in financial services with revenue generation.
• Regulatory knowledge including Dodd-Frank and Truth in Lending Act.
• High school degree or foreign equivalent; licenses may be required.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationships with an advice-based approach.
• Partners with Specialists to connect clients to experts.
• Promotes self-service options for 24/7 account access.
• Adheres to policies, procedures, and regulatory requirements.

Skills

Relationship management

New client acquisition

Sales skills

Communication

Regulatory compliance

Team oriented

Flexible hours

Education

High school diploma

College degree (preferred)

Job description

JPMorgan Chase & Co. seeks a Private Client Banker in Branch Banking to manage the full banking relationship for affluent clients and others in the branch. You will use an advisory approach to grow balances and acquire new clients through referrals and partnerships.

You will work with Specialists to connect clients to experts, promote self-service access, and uphold regulatory requirements across all activities.