Wealth Client Banking Advisor

JPMorganChase; New York (NY); On-site; USD 65,000 - 95,000; Full time

Job summary

JPMorganChase in New York seeks a Private Client Banker to manage affluent clients and a broader customer base in-branch, delivering tailored banking solutions and proactive relationship management.

You will work with specialists to address complex needs, cultivate new clients through referrals, and promote convenient self-service access while maintaining compliance with banking regulations.

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• Beginning Oct. 1, 2018, securities licenses or equivalent must be obtained within 180 days of starting.
• Compliance with Dodd Frank/Truth in Lending Act requirements.
• Ability to work branch hours, including weekends and some evenings.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Actively manages banking relationships with an advice-based approach to provide best-fit products and services.
• Partners with Specialists to connect clients to experts for specialized financial needs.
• Facilitates client access to self-service options 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

Client acquisition

Sales & service

Communication skills

Education

High school degree or GED

College degree or military equivalent

Job description

JPMorganChase in New York seeks a Private Client Banker to manage affluent clients and a broader customer base in-branch, delivering tailored banking solutions and proactive relationship management.

You will work with specialists to address complex needs, cultivate new clients through referrals, and promote convenient self-service access while maintaining compliance with banking regulations.