Wealth Relationship Banker - Private Client

JPMorgan Chase; New York (NY); On-site; USD 70,000 - 120,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers in the Branch. You will manage their complete banking relationship with a proactive, advice-based approach and work with specialists to meet sophisticated financial needs.

The role requires acquiring new clients, referring opportunities, and maintaining strong client relationships while adhering to Dodd-Frank/Truth in Lending Act guidelines.

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 revenue growth.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.

Responsibilities

• Actively manages clients' banking relationships through an advice-based approach to deliver best-fit products and services.
• Partners with Specialists to connect clients to experts for specialized financial needs.
• Promotes self-service options to access accounts 24/7 and ensures regulatory compliance.

Skills

Relationship management

New client acquisition

Communication skills

Regulatory compliance

Education

High school diploma/GED or foreign equivalent

College degree preferred

Job description

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers in the Branch. You will manage their complete banking relationship with a proactive, advice-based approach and work with specialists to meet sophisticated financial needs.

The role requires acquiring new clients, referring opportunities, and maintaining strong client relationships while adhering to Dodd-Frank/Truth in Lending Act guidelines.