Wealth Relationship Advisor

JPMorgan Chase & Co.; West Caldwell (NJ); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in New Jersey seeks a Private Client Banker in Branch Banking to serve a select group of affluent clients, manage their full banking relationship, and tailor education and advice to their financial needs.

You will partner with Specialists to connect clients with experts for specialized services and to grow balances, while helping them access self-service options around the clock. The role requires weekend hours, strict regulatory compliance, and a long-term commitment to

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 and revenue generation.
• SIE exam, FINRA Series 6/7, and state registrations required or completed within 180 days of starting.
• Compliance with Dodd-Frank/Truth in Lending Act.
• High school degree, 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 advice-based approach, ensuring each client receives the best products and services for their needs.
• Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts for specialized financial needs.
• Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship-building

New client acquisition

Regulatory compliance knowledge

Sales/service orientation

Education

High school degree or GED

College degree or military equivalent

Job description

JPMorgan Chase & Co. in New Jersey seeks a Private Client Banker in Branch Banking to serve a select group of affluent clients, manage their full banking relationship, and tailor education and advice to their financial needs.

You will partner with Specialists to connect clients with experts for specialized services and to grow balances, while helping them access self-service options around the clock. The role requires weekend hours, strict regulatory compliance, and a long-term commitment to