This job is closed
We regret to inform you that the job you were interested in has been closed. Although this specific position is no longer available, we encourage you to continue exploring other opportunities on our job board.
JPMorgan Chase - Kings Park, NY
posted about 2 months ago
About the position
As a Private Client Banker at Chase, you will serve as the primary contact for a select group of affluent clients, managing their complete banking relationships. Your role will involve providing tailored financial advice and education, ensuring clients receive the best products and services to meet their needs. You will actively seek to acquire new clients through referrals and collaboration with specialists, all while adhering to regulatory requirements and company policies.
Responsibilities
- Share the value of Chase Private Client with eligible clients.
- Actively manage banking relationships through an advice-based approach.
- Partner with specialists to connect customers with experts for specialized financial needs.
- Facilitate self-service options for clients to access their accounts 24/7.
- Adhere to policies, procedures, and regulatory banking requirements.
Requirements
- Demonstrated success in a relationship-oriented approach to acquire and deepen client relationships.
- Minimum of one year of experience in Branch Banking or equivalent financial services experience.
- Ability to pass the Securities Industry Essential (SIE) exam, FINRA Series 6/7, and state registration within 180 days of starting the role.
- High school degree, GED, or foreign equivalent required.
- Ability to work branch hours, including weekends and some evenings.
Nice-to-haves
- Excellent communication skills.
- College degree or military equivalent strongly preferred.
- Experience cultivating relationships with affluent clients is strongly preferred.
- Strong team orientation with a commitment to a long-term career with the firm.
