Private Client Banker - Fair Haven, NJ - NJ Monmouth County Market

Location: Fair Haven, NJ, 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 focus. As a Private Client Banker in our Fair Haven, NJ branch within the Monmouth County Market, you will play a pivotal role in delivering exceptional wealth management services to high-net-worth individuals and families. You will act as the trusted advisor for a select group of Chase Private Clients, combining deep product knowledge with personalized guidance to help them navigate complex financial landscapes. This position offers the opportunity to leverage JP Morgan's vast resources, including access to sophisticated investment tools and a network of experts, while building lasting relationships in a vibrant community like Fair Haven. Your day-to-day responsibilities will include conducting in-depth financial consultations, recommending bespoke solutions such as customized lending, investment portfolios, and retirement planning, and ensuring all interactions align with JP Morgan Chase's commitment to integrity and excellence. You will collaborate closely with branch colleagues, wealth advisors, and specialists to provide holistic support, from everyday banking needs to advanced wealth strategies. In the competitive financial services industry, your ability to identify opportunities and drive client satisfaction will directly contribute to branch success and personal growth within one of the world's most admired banks. We value professionals who thrive in dynamic environments and are passionate about empowering clients to achieve their financial aspirations. Joining JP Morgan Chase means becoming part of a culture that fosters innovation, diversity, and professional development. If you have a proven track record in client advisory and a drive to exceed expectations, this role in Fair Haven offers a rewarding path to advance your career while making a meaningful impact in the lives of affluent clients across Monmouth County.

Key Responsibilities

• Serve as the primary point of contact for a portfolio of Chase Private Clients, providing personalized banking, lending, and investment advice
• Develop and deepen client relationships by identifying financial needs and recommending tailored solutions from JP Morgan Chase's suite of products
• Conduct comprehensive financial reviews and create customized wealth management strategies to help clients achieve their goals
• Collaborate with branch teams and specialists to deliver seamless experiences, including mortgage, credit, and investment services
• Prospect and acquire new high-value clients within the Monmouth County market through community engagement and referrals
• Ensure compliance with all regulatory requirements, including KYC, AML, and securities regulations
• Monitor client portfolios and provide ongoing support, including market updates and portfolio adjustments
• Drive branch performance by achieving sales targets for deposits, loans, and investment products
• Educate clients on digital banking tools and JP Morgan's mobile platforms to enhance self-service capabilities
• Participate in local networking events in Fair Haven and surrounding areas to build JP Morgan Chase's brand presence

Required Qualifications

• Bachelor's degree or equivalent experience in finance, business, or a related field
• At least 2 years of experience in financial services, retail banking, or client-facing roles
• Active Series 6, 7, and 66 (or equivalent) securities licenses, or willingness to obtain within 120 days
• Active and in good standing Notary certification, or ability to obtain
• Proven track record of meeting or exceeding sales and client service goals
• Strong understanding of banking products, investment solutions, and financial planning
• Ability to work in a fast-paced branch environment in Fair Haven, NJ

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA
• Experience with high-net-worth client management at a top-tier financial institution
• Familiarity with JP Morgan Chase's wealth management platforms and tools
• Bilingual proficiency in English and Spanish to serve diverse Monmouth County clients
• Prior leadership experience in mentoring junior bankers or team coordination

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 (FINRA, SEC guidelines)
• Digital banking and CRM software proficiency
• Risk assessment and credit analysis
• Communication and presentation skills
• Problem-solving and decision-making
• Time management in a high-volume environment
• Team collaboration and leadership
• Market trend analysis
• Customer service excellence
• Data interpretation from financial reports
• Ethical judgment in advisory roles

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 company match up to 5% of eligible compensation
• Generous paid time off, including vacation, sick days, and parental leave
• Tuition reimbursement for professional development and certifications
• Employee stock purchase plan and access to JP Morgan's wealth management resources
• Wellness programs including gym memberships, mental health support, and financial counseling
• Opportunities for career advancement within JP Morgan Chase's global network

JP Morgan Chase is an equal opportunity employer.