Wealth & Relationship Advisor for Private Clients

Aumni; New York (NY); On-site; USD 80,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. in New York, NY seeks a Private Client Banker to manage a select group of affluent clients and branch customers. You will grow client balances through proactive relationship management and referrals.

The role requires strong communication, compliance with banking regulations, and collaboration with specialists to meet clients' financial needs. Weekend/evening hours may be required.

Qualifications

• Demonstrated ability to acquire and deepen client relationships in a financial services setting.
• Ability to work in a fast-paced branch with adherence to regulations.
• Experience with or willingness to obtain required licenses (SIE, FINRA Series 6/7, Life) within 180 days of start.

Responsibilities

• Share the value of Chase Private Client with eligible clients.
• Manage clients' banking relationships with an advice-based approach to provide the best products and services.
• Partner with Specialists to connect clients to experts for specialized needs.
• Help clients access self-service options for 24/7 access to accounts.
• Adhere to internal policies and regulatory banking requirements.

Skills

Excellent communication

College degree

Affluent client relationships

Team oriented

Education

Bachelor’s degree or higher

Job description

JPMorgan Chase & Co. in New York, NY seeks a Private Client Banker to manage a select group of affluent clients and branch customers. You will grow client balances through proactive relationship management and referrals.

The role requires strong communication, compliance with banking regulations, and collaboration with specialists to meet clients' financial needs. Weekend/evening hours may be required.