Private Client & Wealth Banking Advisor

J.P. Morgan; New York (NY); In loco; USD 70.000 - 120.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health coverage

Retirement plan

Education reimbursement

Descrizione del lavoro

Chase is seeking a Private Client Banker in our New York Branch to manage affluent clients’ banking relationships with an advice-based approach. You will work closely with Specialists to provide tailored financial solutions and opportunities to simplify clients’ banking needs.

This role requires a strong client focus, demonstrated relationship-building, and flexibility to work branch hours, including weekends and selected evenings.

Competenze

• Demonstrated success in acquiring and deepening client relationships.
• 1+ year in branch banking with revenue generation.
• SIE exam/FINRA licenses or willing to complete within 180 days.
• Compliance with Dodd Frank/Truth in Lending Act.
• Ability to work branch hours including weekends and some evenings.

Mansioni

• Manage banking relationships across Chase Private Client.
• Advise clients to access best products and services.
• Partner with specialists to connect clients to experts.
• Promote self-service options for 24/7 access to accounts.
• Adhere to banking policies and regulatory requirements.

Conoscenze

Relationship building

Sales and cross-selling

Communication skills

Client acquisition

Financial services knowledge

Formazione

High school diploma or GED

College degree (preferred)

Strumenti

NMLS system

Descrizione del lavoro

Chase is seeking a Private Client Banker in our New York Branch to manage affluent clients’ banking relationships with an advice-based approach. You will work closely with Specialists to provide tailored financial solutions and opportunities to simplify clients’ banking needs.

This role requires a strong client focus, demonstrated relationship-building, and flexibility to work branch hours, including weekends and selected evenings.