Wealth Relationship Banker

JPMorgan Chase & Co.; New York (NY); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. is hiring a Private Client Banker in Branch Banking to serve a select group of affluent clients and manage their full banking relationship.

You will proactively solicit referrals and collaborate with specialists to tailor solutions across products and services. Strong communication, a proven ability to acquire and deepen client relationships, and familiarity with regulatory requirements are essential.

Qualifications

• Proven track record in acquiring and growing client relationships.
• 1+ year in branch banking or financial services with revenue generation.
• SIE exam and FINRA Series 6/7 or equivalent within 180 days.
• Dodd-Frank/Truth in Lending Act compliance.
• High school diploma or GED.
• Ability to work weekends/evenings.
• Adherence to policies and regulatory requirements.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationship with advisory approach.
• Partners with specialists to connect clients to experts.
• Facilitates access to self-service options 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

New client acquisition

Regulatory compliance

Communication skills

Education

High school diploma

College degree

Job description

JPMorgan Chase & Co. is hiring a Private Client Banker in Branch Banking to serve a select group of affluent clients and manage their full banking relationship.

You will proactively solicit referrals and collaborate with specialists to tailor solutions across products and services. Strong communication, a proven ability to acquire and deepen client relationships, and familiarity with regulatory requirements are essential.