Wealth Relationship Banker (Private Client)

J.P. Morgan; New York (NY); On-site; USD 70,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker to manage a curated book of affluent clients within Branch Banking. You will deliver education and tailored advice to help clients optimize their financial outcomes, while expanding the relationship with the bank.

You will collaborate with specialists to address complex needs, promote self-service tools, and ensure regulatory compliance. This role requires strong communication, a client-focused mindset, and flexibility with branch hours.

Qualifications

• Proven ability to grow and deepen client relationships through a value-driven, advisory approach.
• Experience acquiring new clients and generating revenue in a banking environment.
• Compliance with banking regulations and licensing requirements when applicable.
• Strong communication skills and the ability to educate clients on financial products.
• Willingness to work in a team-oriented, branch-based setting and adapt to branch hours.

Responsibilities

• Act as the primary contact for a select group of Chase Private Client and other branch clients.
• Manage clients' banking relationships using an advice-based approach to recommend appropriate products and services.
• Collaborate with Specialists (Private Client Advisors, Mortgage Bankers, Business Relationship Managers) to connect clients with experts.
• Help clients access self-service options 24/7 to manage their accounts.
• Adhere to internal policies and regulatory banking requirements.

Skills

Relationship building

New client acquisition

Regulatory compliance

Excellent communication

Team orientation

Education

High school diploma or GED

College degree preferred

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker to manage a curated book of affluent clients within Branch Banking. You will deliver education and tailored advice to help clients optimize their financial outcomes, while expanding the relationship with the bank.

You will collaborate with specialists to address complex needs, promote self-service tools, and ensure regulatory compliance. This role requires strong communication, a client-focused mindset, and flexibility with branch hours.