Private Client Banker- Jersey City, NJ - NJ Waterfront Market

Location: Jersey City, NJ, 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 in our Jersey City, NJ Waterfront Market branch, you will play a pivotal role in delivering exceptional wealth management and banking services to a select group of high-net-worth Chase Private Clients. This position combines the intimacy of personalized advisory with the breadth of JPMorgan Chase's world-class resources, enabling you to help clients achieve their financial goals in a dynamic urban market like Jersey City. You will act as the trusted advisor, guiding clients through complex financial landscapes while leveraging our integrated platform of banking, lending, and investment solutions. Your day-to-day responsibilities will include conducting in-depth financial consultations, recommending tailored products such as customized investment portfolios, premium checking accounts, and mortgage options, and fostering long-term relationships through proactive engagement. In this role, you will collaborate closely with branch colleagues, wealth advisors, and specialists to ensure seamless service delivery, all while adhering to the highest standards of compliance and ethics upheld by JPMorgan Chase. Opportunities to engage with the local Jersey City community will allow you to expand our client base and reinforce our commitment to inclusive financial empowerment. We value professionals who thrive in a fast-paced environment and are passionate about client success. Joining JPMorgan Chase means access to cutting-edge tools, ongoing professional development, and a supportive culture that prioritizes work-life balance. If you are driven by excellence and eager to contribute to one of the world's most admired financial institutions, this Private Client Banker role offers a rewarding path to advance your career in private banking.

Key Responsibilities

• Serve as the primary point of contact for a portfolio of Chase Private Clients, providing personalized financial advice and solutions
• Conduct comprehensive financial needs assessments to recommend appropriate banking, lending, and investment products
• Build and deepen relationships with clients through proactive outreach, regular reviews, and tailored wealth management strategies
• Collaborate with branch teams and specialists to deliver seamless experiences, including mortgage, credit, and advisory services
• Identify opportunities for cross-selling JPMorgan Chase products while ensuring compliance with all regulatory guidelines
• Monitor client portfolios and market trends to provide timely insights and adjustments to financial plans
• Educate clients on digital tools, security features, and sustainable investing options offered by JPMorgan Chase
• Maintain accurate records in CRM systems and adhere to risk management protocols
• Participate in community events in Jersey City to enhance JPMorgan Chase's local presence and client acquisition
• Support branch operations by assisting walk-in customers and contributing to team goals

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 advisory roles
• Active Series 7 and 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
• Compliance with all regulatory requirements, including FINRA and SEC standards

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience working with high-net-worth individuals or private banking clients at a major financial institution
• Bilingual proficiency, particularly in languages spoken in the Jersey City community
• Prior leadership experience in branch operations or team management
• Knowledge of JPMorgan Chase's digital banking platforms and tools

Required Skills

• Financial analysis and portfolio management
• Client relationship building and retention
• Knowledge of investment products and securities
• Regulatory compliance and risk assessment
• Sales and consultative advising
• Digital banking and CRM software proficiency
• Active listening and empathy
• Problem-solving and decision-making
• Time management and organization
• Presentation and negotiation skills
• Data analysis for financial planning
• Team collaboration and leadership
• Adaptability to market changes
• Ethical judgment in high-stakes environments
• Multicultural sensitivity for diverse client bases

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• 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 internal training
• Employee stock purchase plan and financial wellness resources
• Wellness programs with gym memberships, mental health support, and onsite fitness facilities
• Commuter benefits and relocation assistance for eligible roles

JP Morgan Chase is an equal opportunity employer.