Wealth & Private Client Banking Advisor

Next Frontier Capital; New York (NY); On-site; USD 65,000 - 85,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Banker to serve a select group of affluent Chase clients in-branch. You will manage full banking relationships with an advice-based approach, helping clients access the best products and services and grow their balances.

You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to meet clients' specialized needs, while guiding them to self-service options for 24/7 access.

Qualifications

• Relationship-driven approach to acquire and deepen client relationships.
• Experience in financial services with revenue generation.
• Familiarity with banking regulations and compliance.

Responsibilities

• Share Chase Private Client value with eligible clients.
• Manage client banking relationships with an advice-based approach.
• Collaborate with Specialists to connect clients to experts.

Skills

Relationship building

Communication skills

Sales experience

Regulatory knowledge

Customer service

Education

High school diploma

College degree or military equivalent

Tools

NMLS system

FINRA/SEC licensing knowledge

Job description

JPMorgan Chase is seeking a Private Client Banker to serve a select group of affluent Chase clients in-branch. You will manage full banking relationships with an advice-based approach, helping clients access the best products and services and grow their balances.

You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to meet clients' specialized needs, while guiding them to self-service options for 24/7 access.