Private Client Banker - Flushing Union Turnpike - Flushing, NY

Location: Flushing, 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 focus. As a Private Client Banker at our Flushing Union Turnpike branch in Flushing, NY, you will play a pivotal role in delivering exceptional wealth management services to a select group of Chase Private Clients. This position combines the intimacy of personalized banking with the breadth of JP Morgan's world-class investment and lending solutions. You will act as the trusted advisor for high-net-worth individuals, helping them navigate complex financial landscapes while contributing to the branch's success in a vibrant, diverse community like Flushing. Your day-to-day responsibilities will include conducting in-depth financial consultations, recommending bespoke products such as customized investment portfolios, home equity lines of credit, and retirement planning strategies tailored to each client's goals. Leveraging JP Morgan Chase's proprietary tools and research, you will proactively engage clients through scheduled reviews, market updates, and life-event planning to ensure their financial objectives are met. Collaboration with our team of specialists, including mortgage experts and wealth advisors, will be key to providing seamless, holistic service. In this client-centric role, you will also identify opportunities to expand relationships by introducing additional JP Morgan offerings, all while upholding the highest standards of integrity and compliance. We value professionals who thrive in dynamic environments and are passionate about empowering clients' financial futures. This role offers the chance to grow within one of the world's most admired financial institutions, with access to cutting-edge training and career advancement opportunities. If you are driven, client-focused, and eager to make an impact in the heart of Queens, NY, join JP Morgan Chase and help shape the next chapter of our clients' success stories.

Key Responsibilities

• Serve as the primary point of contact for a portfolio of Chase Private Clients, providing personalized banking, lending, and investment advice
• Conduct comprehensive financial needs assessments to recommend tailored solutions including deposits, mortgages, credit cards, and investment strategies
• Build and deepen relationships with high-net-worth clients through proactive outreach, financial planning sessions, and customized service
• Collaborate with branch teams and specialists to deliver holistic wealth management experiences
• Drive business growth by identifying cross-selling opportunities for JP Morgan Chase products and achieving sales goals
• Ensure compliance with all regulatory requirements, including KYC, AML, and securities regulations
• Educate clients on digital banking tools and JP Morgan's mobile app to enhance their experience
• Monitor client portfolios and provide ongoing support for life events such as retirement planning or estate management
• Participate in community events in Flushing to promote Chase's brand and attract new clients

Required Qualifications

• Bachelor's degree or equivalent experience in finance, business, or related field
• At least 2 years of experience in financial services, retail banking, or client-facing roles
• Active Series 7 and Series 66 (or equivalent) securities licenses, or willingness to obtain within 120 days
• Strong understanding of banking products, investment solutions, and wealth management principles
• Proven track record of building and maintaining client relationships in a high-net-worth environment
• Excellent communication and interpersonal skills with the ability to handle sensitive client information
• Ability to work in a fast-paced branch environment in Flushing, NY

Preferred Qualifications

• Experience with JP Morgan Chase products and services
• Certified Financial Planner (CFP) or similar certification
• Bilingual proficiency in English and Mandarin or another language spoken in the Flushing community
• Previous success in meeting sales targets for investment and lending products
• Knowledge of local market dynamics in Queens, NY

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
• Active listening and empathy
• Problem-solving and decision-making
• Time management in a multi-client environment
• Presentation and public speaking
• Data analysis using financial tools
• Cultural sensitivity for diverse client base
• Team collaboration and leadership
• Adaptability to market changes

Benefits

• Competitive base salary plus uncapped incentive compensation based on performance
• Comprehensive medical, dental, and vision insurance plans
• 401(k) retirement savings plan with company match up to 5%
• Generous paid time off, including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement and access to JP Morgan's learning resources
• Employee stock purchase plan and financial wellness benefits
• On-site fitness centers and wellness programs at select locations
• Discounts on banking products and services through Chase

JP Morgan Chase is an equal opportunity employer.