Private Client Banker - Madison Ave and 72nd St - New York, NY

Location: New York, NY, United States

Job Family: Private Client Bankers

About the Role

At J.P. Morgan Chase, we are a leading global financial services firm committed to helping our clients achieve their most important financial goals. As a Private Client Banker at our Madison Avenue and 72nd Street branch in New York, NY, you will play a pivotal role in delivering exceptional service to a select group of Chase Private Client customers and branch visitors. This position is ideal for a seasoned professional passionate about wealth management, where you will act as the trusted advisor, guiding affluent clients through personalized banking, lending, and investment strategies in one of New York City's most prestigious neighborhoods. Your day-to-day responsibilities will include conducting in-depth financial consultations to uncover client needs, recommending bespoke solutions from J.P. Morgan's suite of products such as premium checking accounts, jumbo mortgages, and diversified investment portfolios. You will foster long-term relationships through proactive engagement, leveraging your expertise in market trends and regulatory landscapes to provide actionable insights. Collaborating with branch colleagues and J.P. Morgan specialists, you will ensure seamless delivery of holistic services, while driving growth by identifying opportunities to expand client assets under management and exceed performance targets. We value integrity, innovation, and client-centricity at J.P. Morgan Chase, and this role offers the chance to contribute to our legacy of excellence in private banking. In this dynamic environment, you will navigate the unique demands of serving high-net-worth individuals in the vibrant Upper East Side, while benefiting from our robust training programs and career advancement opportunities. If you are driven to make a meaningful impact in financial services, join us to empower clients on their journey to financial success.

Key Responsibilities

• Serve as the primary point of contact for a portfolio of Chase Private Client customers, providing personalized banking, lending, and investment advice
• Conduct comprehensive financial needs assessments to recommend tailored solutions including deposits, mortgages, credit cards, and investment products
• Build and deepen relationships with high-net-worth individuals through proactive outreach, in-branch consultations, and digital engagement
• Collaborate with branch teams and specialists to deliver holistic wealth management services aligned with J.P. Morgan Chase's offerings
• Drive business growth by identifying opportunities to expand client relationships and achieve sales goals
• Ensure compliance with all regulatory requirements, including KYC, AML, and securities regulations
• Educate clients on digital banking tools and J.P. Morgan's premium services to enhance their financial experience
• Monitor client portfolios and provide ongoing support to help achieve their financial objectives
• Participate in community events and networking to promote Chase Private Client in the Madison Avenue area

Required Qualifications

• Bachelor's degree in finance, business, economics, or a related field
• At least 3 years of experience in financial services, retail banking, or client advisory roles
• Active Series 7 and Series 66 (or equivalent) securities licenses, or willingness to obtain within 120 days
• Proven track record of building and maintaining client relationships in a high-net-worth environment
• Strong understanding of banking products, investment solutions, and wealth management principles
• Excellent communication and interpersonal skills to engage with affluent clients
• Ability to thrive in a fast-paced branch environment while adhering to regulatory standards

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience working with Chase Private Client or similar premium banking programs
• Bilingual proficiency, particularly in Spanish, to serve diverse New York clientele
• Prior success in cross-selling financial products and achieving sales targets
• Knowledge of local market dynamics in New York City's affluent Upper East Side

Required Skills

• Financial analysis and portfolio management
• Client relationship building and retention
• Sales and cross-selling of banking products
• Knowledge of investment vehicles and risk assessment
• Regulatory compliance (FINRA, SEC, OCC)
• Digital banking platform proficiency
• Active listening and consultative selling
• Problem-solving in complex financial scenarios
• Time management and prioritization
• Team collaboration in a branch setting
• Cultural sensitivity for diverse clientele
• Data-driven decision making
• Presentation and negotiation skills
• Adaptability to market changes
• Ethical judgment in financial advising

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 J.P. Morgan's learning resources
• Employee stock purchase plan and financial wellness benefits
• Exclusive perks for Chase employees, such as priority banking services and travel discounts
• Wellness programs including gym memberships, mental health support, and onsite fitness facilities

JP Morgan Chase is an equal opportunity employer.