Private Client Banker - Columbus & 72nd - New York, NY

Location: New York, NY, United States

Job Family: Private Client Bankers

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a rich history of innovation and client-centric solutions. As a Private Client Banker at our Columbus & 72nd branch in New York, NY, you will play a pivotal role in serving affluent clients by delivering personalized banking, lending, and investment services. This position is ideal for a driven professional passionate about wealth management, where you will act as the trusted advisor for a select group of Chase Private Clients, helping them achieve their financial goals while contributing to the firm's reputation for excellence in the competitive New York market. Your day-to-day responsibilities will include conducting in-depth financial consultations, recommending bespoke solutions from JP Morgan's suite of products such as private banking accounts, credit solutions, and sophisticated investment strategies. You will foster deep relationships through consistent engagement, leveraging your expertise to navigate complex financial landscapes, including market volatility and regulatory environments. Collaboration with internal partners, such as investment advisors and mortgage specialists, will be key to providing seamless, holistic advice that aligns with our clients' unique needs and aspirations. We value integrity, innovation, and inclusion at JP Morgan Chase, and this role offers significant opportunities for career growth within our prestigious Private Banking division. By joining our team, you will contribute to empowering clients in one of the world's most dynamic financial hubs, while benefiting from our robust support systems and commitment to employee development. If you thrive in a high-touch, results-oriented environment, this position at the Columbus & 72nd branch provides the platform to make a meaningful impact.

Key Responsibilities

• Serve as the primary point of contact for a portfolio of high-net-worth Chase Private Clients, providing personalized banking and investment advice
• Conduct comprehensive financial needs assessments to recommend tailored solutions including deposits, loans, mortgages, and investment products
• Build and maintain long-term relationships with clients through proactive outreach, regular reviews, and exceptional service delivery
• Collaborate with branch teams and specialists to deliver holistic wealth management strategies aligned with JP Morgan Chase's offerings
• Drive business growth by identifying cross-selling opportunities and achieving sales targets for banking and investment services
• Ensure compliance with all regulatory requirements, including KYC, AML, and privacy standards in client interactions
• Educate clients on digital banking tools and JP Morgan's mobile platforms to enhance their financial experience
• Monitor market trends and economic conditions to provide timely insights and adjust client portfolios accordingly
• Participate in community events and networking to expand JP Morgan Chase's presence in the New York market
• Document client interactions and maintain accurate records in JP Morgan's CRM systems

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• At least 2-3 years of experience in financial services, preferably in retail banking or wealth management
• Active Series 6, Series 7, and Series 63 licenses (or willingness to obtain within 120 days of hire)
• Strong understanding of banking products, investment solutions, and financial planning
• Proven track record in client relationship management and sales within a high-net-worth environment
• Excellent communication and interpersonal skills to build trust with affluent clients
• Ability to work in a fast-paced branch environment in New York, NY

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience with JP Morgan Chase products or similar private banking services
• Bilingual proficiency, particularly in Spanish, to serve diverse New York clientele
• Previous leadership experience in mentoring junior bankers or team coordination
• Knowledge of regulatory compliance in the financial services industry, including FINRA and SEC guidelines

Required Skills

• Financial analysis and portfolio management
• Client relationship building and retention
• Sales and negotiation techniques
• Knowledge of investment products (stocks, bonds, mutual funds)
• Regulatory compliance and risk management
• Proficiency in financial software and CRM tools (e.g., Salesforce, Bloomberg)
• Active listening and empathy in client consultations
• Problem-solving and decision-making under pressure
• Time management and organizational skills
• Presentation and public speaking abilities
• Data analysis for financial reporting
• Adaptability to market changes and client needs
• Team collaboration and leadership
• Digital literacy in banking apps and online platforms
• Ethical judgment in handling sensitive financial information

Benefits

• Competitive base salary plus performance-based incentives and bonuses
• Comprehensive medical, dental, and vision insurance plans
• 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 JP Morgan's learning academy
• Employee stock purchase plan and other financial wellness benefits
• Wellness programs with gym memberships, mental health support, and onsite fitness facilities
• Relocation assistance for eligible roles and commuter benefits for New York-based employees

JP Morgan Chase is an equal opportunity employer.