Private Client Banker - Lakewood Madison, NJ - NJ Monmouth Ocean Market

Location: Lakewood, NJ, United States

Job Family: Private Client Bankers

About the Role

At JP Morgan Chase, we are a leading global financial services firm committed to helping our clients achieve their financial goals through innovative banking solutions. As a Private Client Banker in our Lakewood, Madison, NJ branch within the NJ Monmouth Ocean Market, you will play a pivotal role in serving high-net-worth individuals and families. You will act as the trusted advisor, managing a select portfolio of Chase Private Client relationships while also supporting branch customers with everyday banking needs. This position offers the opportunity to leverage your expertise in financial services to deliver personalized strategies that encompass deposits, lending, investments, and wealth planning, all while contributing to the growth of our premier banking division. Your day-to-day responsibilities will include conducting in-depth financial consultations to uncover client needs, recommending tailored products from JP Morgan Chase's robust offerings, and ensuring exceptional service that fosters long-term loyalty. You will collaborate closely with J.P. Morgan advisors, loan officers, and branch colleagues to provide holistic solutions, while staying attuned to local market dynamics in Monmouth and Ocean counties. Compliance and ethical standards are paramount, as you navigate regulatory landscapes to protect client interests and uphold our firm's reputation as a trusted partner in the financial industry. We value professionals who thrive in a dynamic environment and are passionate about client success. Joining JP Morgan Chase means access to world-class resources, ongoing training, and a culture that rewards innovation and teamwork. If you are ready to make a meaningful impact in the lives of affluent clients in the vibrant NJ market, apply today to become part of our esteemed Private Client Banker team.

Key Responsibilities

• Serve as the primary point of contact for a portfolio of Chase Private Client clients, delivering personalized banking and wealth management solutions
• Identify and pursue opportunities to deepen client relationships by recommending appropriate investment, lending, and deposit products
• Conduct comprehensive financial needs assessments to provide tailored advice on credit, savings, and investment strategies
• Collaborate with branch teams and specialists to ensure seamless delivery of services in the Lakewood, Madison, NJ location
• Drive branch growth by actively engaging walk-in customers and converting them to Private Client relationships
• Maintain compliance with all regulatory requirements, including FINRA and SEC guidelines, while documenting client interactions
• Monitor market trends and economic conditions in the Monmouth Ocean Market to advise clients proactively
• Participate in community outreach events to enhance JP Morgan Chase's presence in the local NJ area
• Utilize digital tools and CRM systems to track client portfolios and performance metrics

Required Qualifications

• Bachelor's degree or equivalent experience in finance, business, or a related field
• At least 2 years of experience in client-facing roles within financial services, preferably in banking or wealth management
• Active Series 6, 7, and 66 (or equivalent) licenses, or willingness to obtain within 120 days of hire
• Strong understanding of financial products including deposits, loans, investments, and credit solutions
• Proven track record of meeting sales and service targets in a retail banking environment
• Excellent communication and relationship-building skills with high-net-worth individuals
• Ability to work in a fast-paced branch setting in Lakewood, Madison, NJ, serving the Monmouth Ocean Market

Preferred Qualifications

• Advanced certifications such as CFP or CFA
• Experience with Chase Private Client or similar premium banking programs
• Bilingual proficiency, particularly in Spanish, to serve diverse clients in the NJ market
• Knowledge of local economic trends in Monmouth and Ocean counties
• Prior leadership experience in mentoring junior bankers or team coordination

Required Skills

• Financial analysis and product knowledge
• Client relationship management
• Sales and negotiation techniques
• Regulatory compliance awareness
• Digital banking tools proficiency
• Risk assessment and credit evaluation
• Active listening and empathy
• Problem-solving and decision-making
• Time management in a high-volume environment
• Team collaboration and leadership
• Presentation and communication skills
• Data entry and CRM software usage
• Market research and trend analysis
• Ethical judgment in financial advising
• Adaptability to client needs and market changes

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 for relevant certifications
• Employee stock purchase plan and access to financial wellness resources
• Wellness programs with gym memberships, mental health support, and onsite fitness facilities
• Flexible work arrangements and commuter benefits for the Lakewood, NJ location

JP Morgan Chase is an equal opportunity employer.