Wealth & Relationship Private Banker

JPMorganChase; Pleasant Valley (NY); Vor Ort; USD 85.000 - 110.000; Vollzeit

Zusammenfassung

JPMorganChase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and a broader customer base. You will manage relationships, solicit referrals, and partner with specialists to address sophisticated financial needs.

Responsibilities include advising clients, coordinating with specialists, and promoting self-service access while complying with regulatory requirements.

Qualifikationen

• Demonstrated success using a relationship-based approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent experience in financial services with revenue generation.
• SIE/FINRA/Life licenses required or to be completed within 180 days of starting the role.

Aufgaben

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationships with an advice-based approach to deliver best-fit products and services.
• Collaborates with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with specialists.
• Promotes self-service options to access accounts 24/7.
• Complies with all banking policies, procedures, and regulatory requirements.

Kenntnisse

Relationship building

New client acquisition

Regulatory compliance

Account management

Ausbildung

High school diploma

College degree or military equivalent

Jobbeschreibung

JPMorganChase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and a broader customer base. You will manage relationships, solicit referrals, and partner with specialists to address sophisticated financial needs.

Responsibilities include advising clients, coordinating with specialists, and promoting self-service access while complying with regulatory requirements.