Private Client Banker - Broadway and Cedar St. - New York, NY

Location: New York, NY, United States

Job Family: Private Client Bankers

About the Role

At JPMorgan Chase, we are a leading global financial services firm with a rich history of innovation and client focus. As a Private Client Banker at our Broadway and Cedar St. branch in the heart of New York City, you will play a pivotal role in delivering exceptional service to our elite Chase Private Client segment. This position involves acting as the dedicated advisor for a select group of high-net-worth individuals, helping them navigate complex financial landscapes while also supporting general branch customers. You will leverage JPMorgan Chase's vast resources to offer holistic solutions, from everyday banking to sophisticated wealth strategies, all while embodying our commitment to integrity and excellence in the competitive New York financial market. Your day-to-day responsibilities will center on building lasting relationships through proactive engagement and personalized guidance. You will assess clients' financial goals, recommend tailored products such as investment portfolios, jumbo loans, and estate planning services, and ensure seamless integration with our digital platforms. In this vibrant branch location, you will collaborate with a dynamic team of specialists to exceed client expectations, drive revenue growth, and contribute to the branch's success in one of the world's most dynamic financial hubs. Compliance and ethical practices are paramount, as you uphold JPMorgan Chase's standards in every interaction. We seek passionate professionals who thrive in a fast-paced environment and are eager to advance their careers within a firm renowned for its stability and opportunities. Joining our team means access to cutting-edge tools, ongoing training, and a culture that values diversity and inclusion. If you are driven by client success and ready to make an impact at JPMorgan Chase, this role offers a rewarding path in private banking.

Key Responsibilities

• Serve as the primary point of contact for a portfolio of Chase Private Client customers, providing personalized financial advice and solutions
• Identify and pursue opportunities to deepen client relationships by recommending appropriate banking, credit, and investment products
• Conduct comprehensive financial needs assessments to tailor solutions like mortgages, wealth management, and retirement planning
• Collaborate with branch teams and specialists to deliver seamless service and resolve complex client inquiries
• Drive branch growth by prospecting new high-value clients in the Broadway and Cedar St. area through networking and referrals
• Ensure adherence to compliance standards, including KYC, AML, and regulatory reporting for all client interactions
• Educate clients on digital banking tools and Chase's mobile app to enhance their experience
• Monitor portfolio performance and proactively address client needs to achieve satisfaction and retention goals
• Participate in community events in New York to build brand awareness and generate leads
• Maintain accurate records of client interactions and transactions in JPMorgan Chase systems

Required Qualifications

• Bachelor's degree or equivalent experience in finance, business, or a related field
• At least 2 years of experience in financial services, preferably in client-facing roles such as banking or wealth management
• Active Series 6, 7, and 66 licenses (or willingness to obtain within 120 days of hire)
• Proven track record of building and maintaining client relationships in a high-net-worth environment
• Strong understanding of financial products including deposits, loans, investments, and credit solutions
• Ability to work in a fast-paced branch environment in New York City
• Compliance with all regulatory requirements and JPMorgan Chase policies

Preferred Qualifications

• Advanced certifications such as CFP or CFA
• Experience with Chase Private Client or similar premium banking programs
• Bilingual proficiency, particularly in Spanish or Mandarin, given the diverse New York clientele
• Prior sales experience exceeding performance targets in financial services
• Knowledge of local New York financial regulations and market trends

Required Skills

• Financial analysis and product knowledge
• Client relationship management
• Sales and negotiation techniques
• Regulatory compliance (e.g., FINRA, SEC)
• Digital banking tools proficiency
• Risk assessment and credit evaluation
• Communication and presentation skills
• Problem-solving and decision-making
• Time management in a high-volume environment
• Team collaboration and leadership
• Customer service orientation
• Data entry and CRM software (e.g., Salesforce)
• Market trend analysis
• Ethical judgment and integrity
• Adaptability to diverse client needs

Benefits

• Competitive base salary plus uncapped incentive compensation based on performance
• Comprehensive health, dental, and vision insurance with multiple plan options
• 401(k) retirement savings plan with generous company matching contributions
• Paid time off including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement and access to JPMorgan Chase's learning academy
• Employee stock purchase plan and other financial wellness benefits
• Wellness programs with gym memberships, mental health support, and onsite fitness facilities
• Commuter benefits and relocation assistance for New York-based roles

JP Morgan Chase is an equal opportunity employer.