Wealth Relationship Banker for Affluent Clients

JPMorgan Chase & Co.; Medford Township (NJ); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in New Jersey seeks a Private Client Banker to manage affluent clients' banking relationships with an advice-based approach. You will connect clients to experts and provide self-service access around the clock while maintaining strict compliance.

The role focuses on acquiring new high-net-worth clients, deepening relationships, and collaborating with Specialists to meet complex financial needs. Weekend/evening hours required.

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
• Compliance with Dodd Frank/Truth in Lending Act
• High school degree, GED, or foreign equivalent
• Adherence to policies, procedures, and regulatory banking requirements
• Ability to work branch hours, including weekends and some evenings

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 who can help them with specialized financial needs
• Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
• Adheres to policies, procedures, and regulatory banking requirements

Skills

Relationship management

New client acquisition

Communication skills

Team orientation

Finance knowledge

Education

High school diploma or equivalent

College degree or military service

Job description

JPMorgan Chase & Co. in New Jersey seeks a Private Client Banker to manage affluent clients' banking relationships with an advice-based approach. You will connect clients to experts and provide self-service access around the clock while maintaining strict compliance.

The role focuses on acquiring new high-net-worth clients, deepening relationships, and collaborating with Specialists to meet complex financial needs. Weekend/evening hours required.