Wealth Relationship Banker

JPMorgan Chase; New York (NY); On-site; USD 70,000 - 110,000; Full time

Job summary

JPMorgan Chase in New York seeks a Private Client Banker in Branch Banking to manage a select group of affluent clients, delivering proactive advice and a full banking relationship across the company.

You will acquire new clients through referrals, develop internal and external sources, and collaborate with Specialists to meet specialized needs, while ensuring 24/7 self-service access and strict regulatory adherence.

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• Experience in new client acquisition, cultivating, and maintaining customer relationships and revenue generation.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.

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 to connect customers to experts for specialized financial needs.
• Facilitates access to self-service options for 24/7 banking convenience.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

Client acquisition

Excellent communication

Regulatory awareness

Sales and revenue generation

SIE/Series 6/7 familiarity

Education

High school diploma or GED

Foreign equivalent

College degree or military equivalent

Job description

JPMorgan Chase in New York seeks a Private Client Banker in Branch Banking to manage a select group of affluent clients, delivering proactive advice and a full banking relationship across the company.

You will acquire new clients through referrals, develop internal and external sources, and collaborate with Specialists to meet specialized needs, while ensuring 24/7 self-service access and strict regulatory adherence.