Wealth Client Advisor | Private Banking Specialist

JPMorganChase; New York (NY); On-site; USD 70,000 - 95,000; Full time

Job summary

JPMorgan Chase in New York is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers. You will manage full banking relationships with an advisory approach, promoting the right products and services to meet their financial needs.

You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with experts and provide flexible, accessible self-service options around the clock.

Qualifications

• Proven success acquiring and deepening client relationships in financial services.
• 1+ year of Branch Banking Banker or equivalent experience with new client acquisition.
• SIE exam, FINRA Series 6/7, state registration and Life licenses required within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act.
• High school diploma or GED or foreign equivalent.
• Ability to work branch hours including weekends and some evenings.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible.
• Manages banking relationships with an advice-based approach to offer the best products and services.
• Partners with Specialists to connect customers to experts for specialized financial needs.
• Makes lives of clients more convenient by enabling self-service access 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

Communication skills

Affluent clients

Team oriented

Financial services experience

Education

High school diploma or equivalent

College degree

Job description

JPMorgan Chase in New York is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers. You will manage full banking relationships with an advisory approach, promoting the right products and services to meet their financial needs.

You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with experts and provide flexible, accessible self-service options around the clock.