Wealth Relationship Banker (Affluent Clients)

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

Job summary

JPMorgan Chase & Co. in New York seeks a Private Client Banker to serve a select group of affluent clients. You will manage their entire banking relationship, pursuing growth and referrals while delivering tailored education and advice.

This role emphasizes a proactive, relationship-based approach and collaboration with internal specialists to meet clients' financial needs. The position requires compliance with Dodd-Frank and licensing requirements, plus capacity to work extended hours,

Qualifications

• High school degree, GED, or foreign equivalent.
• Experience in financial services with a track record of acquiring and expanding client relationships and revenue.
• Regulatory requirements include Dodd-Frank, Truth in Lending Act, FINRA licensing or equivalent, and ongoing compliance.

Responsibilities

• Share the value of Chase Private Client with eligible clients.
• Manage client banking relationships with an advice-based approach to meet needs.
• Collaborate with Specialists to connect clients with experts for complex financial needs.
• Facilitate convenient self-service options for accounts, 24/7 access.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

New client acquisition

Regulatory compliance

Education

High school diploma or equivalent

Job description

JPMorgan Chase & Co. in New York seeks a Private Client Banker to serve a select group of affluent clients. You will manage their entire banking relationship, pursuing growth and referrals while delivering tailored education and advice.

This role emphasizes a proactive, relationship-based approach and collaboration with internal specialists to meet clients' financial needs. The position requires compliance with Dodd-Frank and licensing requirements, plus capacity to work extended hours,