Wealth Relationship Banker

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

Job summary

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a selective group of affluent clients and other customers in the branch. You will manage their complete banking relationship with a proactive approach to grow balances and acquire new clients through referrals.

You will collaborate with Specialists to connect clients to experts and help them access self-service options around the clock, while adhering to regulatory requirements.

Qualifications

• Experience in financial services and new client acquisition.
• Ability to manage and deepen client relationships.
• Comfort working with affluent clients and cross-functional teams.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible.
• Manages banking relationships with an advice-based approach to meet client needs.
• Partners with Specialists to connect clients to experts for specialized needs.
• Sets up self-service options to access accounts 24/7.
• Adheres to banking policies, procedures, and regulatory requirements.

Skills

Excellent communication

Relationship building

Affluent client experience

Team orientation

Education

College degree or military equivalent

High school degree or GED

Job description

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a selective group of affluent clients and other customers in the branch. You will manage their complete banking relationship with a proactive approach to grow balances and acquire new clients through referrals.

You will collaborate with Specialists to connect clients to experts and help them access self-service options around the clock, while adhering to regulatory requirements.