Wealth Relationship Banker

J.P. Morgan; New York (NY); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in New York seeks a Private Client Banker to serve a select group of affluent clients in the Branch, managing their complete banking relationship with proactive, education-based advice tailored to their financial needs.

You will acquire new clients through referrals, collaborate with Private Client Advisors and Mortgage Bankers, and help clients access self-service options while complying with all banking regulations and policies.

Qualifications

• Experience acquiring and deepening client relationships.
• 1+ year in branch banking or equivalent financial services.
• Completion of SIE/Series 6/7 and FINRA exams within 180 days as required.
• Compliance with Dodd-Frank/Truth in Lending Act.
• Ability to work branch hours, including weekends and evenings.

Responsibilities

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

Skills

Relationship building

Sales referrals

Excellent communication

Education

High school diploma

College degree

Job description

JPMorgan Chase & Co. in New York seeks a Private Client Banker to serve a select group of affluent clients in the Branch, managing their complete banking relationship with proactive, education-based advice tailored to their financial needs.

You will acquire new clients through referrals, collaborate with Private Client Advisors and Mortgage Bankers, and help clients access self-service options while complying with all banking regulations and policies.