Wealth Relationship Banker

JPMorgan Chase; New York (NY); On-site; USD 70,000 - 100,000; Full time

Job summary

JPMorgan Chase in New York seeks a Private Client Banker in Branch Banking to manage an affluent client base and oversee relationships across Chase products. You will solicit referrals, partner with specialists, and provide education and tailored financial guidance to help clients reach their goals.

The role requires 1+ year of banking experience, strong communication, and adherence to regulatory requirements, with weekend/evening hours as needed. Training provided.

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.

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
• Makes lives of clients more convenient by sharing and setting up self-service options to access accounts 24/7
• Adheres to policies, procedures, and regulatory banking requirements

Skills

Relationship-building

New client acquisition

Communication skills

Regulatory compliance

Team orientation

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase in New York seeks a Private Client Banker in Branch Banking to manage an affluent client base and oversee relationships across Chase products. You will solicit referrals, partner with specialists, and provide education and tailored financial guidance to help clients reach their goals.

The role requires 1+ year of banking experience, strong communication, and adherence to regulatory requirements, with weekend/evening hours as needed. Training provided.