Wealth-Client Relationship Advisor

JPMorgan Chase & Co.; New York (NY); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. seeks a Private Client Banker in Branch Banking to act as the main contact for a select group of affluent clients, managing their complete banking relationship across the company with an advice-based approach. You will also help acquire new clients through referrals and internal/external sources.

The role requires compliance with banking regulations, weekend/evening hours, and a strong emphasis on customer education and financial empowerment.

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
• 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition
• Compliance with applicable banking regulations and licensing requirements

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
• Partners with Specialists to connect customers to experts for specialized financial needs
• Makes lives of clients more convenient by sharing and setting up self-service options
• Adheres to policies, procedures, and regulatory banking requirements

Job description

JPMorgan Chase & Co. seeks a Private Client Banker in Branch Banking to act as the main contact for a select group of affluent clients, managing their complete banking relationship across the company with an advice-based approach. You will also help acquire new clients through referrals and internal/external sources.

The role requires compliance with banking regulations, weekend/evening hours, and a strong emphasis on customer education and financial empowerment.