Wealth Private Client Banking Advisor

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

Benefits offered by this job

Healthcare benefits

Retirement savings plan

Tuition reimbursement

Job summary

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients. You will manage their entire banking relationship with a proactive, advice-based approach and collaborate with Specialists to meet complex financial needs.

The role requires accreditation and ongoing compliance with applicable banking regulations, with weekend/evening hours expected. This position anchors customer relationships and drives growth within the Branch network.

Qualifications

• Must have strong relationship-management skills.
• Experience in financial services with new client acquisition.
• Compliance with Dodd-Frank/Truth in Lending Act and licensing requirements.
• SIE/Series 6/7 and state registrations or must complete within 180 days of starting.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages client banking relationships with an advice-based approach.
• Partners with Specialists to connect clients to experts for specialized needs.
• Provides self-service access options to clients, 24/7.
• Adheres to banking policies, procedures, and regulatory requirements.

Skills

Relationship building

New client acquisition

Regulatory compliance

Communication skills

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients. You will manage their entire banking relationship with a proactive, advice-based approach and collaborate with Specialists to meet complex financial needs.

The role requires accreditation and ongoing compliance with applicable banking regulations, with weekend/evening hours expected. This position anchors customer relationships and drives growth within the Branch network.