Wealth Client Banker & Relationship Advisor

JPMorgan Chase; New York (NY); On-site; USD 3,444,000 - 4,503,000; Full time

Job summary

JPMorgan Chase is recruiting a Private Client Banker in New York, focusing on affluent clients and managing comprehensive banking relationships across Chase products. The role emphasizes proactive relationship management, referrals, and growth through client services.

The candidate should have experience in branch banking, a strong compliance track record, and flexibility to work varied hours. Licensing and regulatory requirements apply under Dodd-Frank and NMLS.

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.

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 who can help them with 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

New client acquisition

Financial services experience

Education

High school diploma

SIE/FINRA readiness

Job description

JPMorgan Chase is recruiting a Private Client Banker in New York, focusing on affluent clients and managing comprehensive banking relationships across Chase products. The role emphasizes proactive relationship management, referrals, and growth through client services.

The candidate should have experience in branch banking, a strong compliance track record, and flexibility to work varied hours. Licensing and regulatory requirements apply under Dodd-Frank and NMLS.