Wealth Relationship Advisor

JPMorgan Chase & Co.; New York (NY); On-site; USD 65,000 - 95,000; Full time

Job summary

JPMorgan Chase & Co. in New York seeks a Private Client Banker in Branch Banking to serve affluent clients and manage their full banking relationship with an advisory approach.

You will solicit referrals and develop sources to grow client balances, while offering education and tailored guidance. The role requires strong communication, relationship-building, and the ability to work flexible hours, including weekends.

Qualifications

• Proven success growing and deepening client relationships through a value-based advisory approach.
• 1+ year in branch banking or financial services with proven new client acquisition and revenue growth.
• SIE, FINRA Series 6/7 and state registrations required or to be completed within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act.
• High school diploma, GED, or foreign equivalent.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible.
• Actively manages their banking relationship through an advisory approach to ensure best products and services.
• Partners with Specialists to connect customers to experts for specialized needs.
• Makes life easier for clients by setting up self-service access to accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

New client acquisition

Regulatory compliance

SIE-Series 6/7

Evenings/weekends

Communication skills

Business development

Client service

Industry knowledge

Education

High school diploma or GED

Job description

JPMorgan Chase & Co. in New York seeks a Private Client Banker in Branch Banking to serve affluent clients and manage their full banking relationship with an advisory approach.

You will solicit referrals and develop sources to grow client balances, while offering education and tailored guidance. The role requires strong communication, relationship-building, and the ability to work flexible hours, including weekends.