Private Client Banker - Marlboro Plaza, NJ - NJ Monmouth County Market

Location: Englishtown, 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 the Marlboro Plaza branch located in Englishtown, NJ, within the dynamic Monmouth County market, you will play a pivotal role in delivering exceptional wealth management services to our Chase Private Client segment. This position involves serving as the dedicated advisor for a select group of high-value clients, helping them navigate complex financial landscapes with tailored solutions in banking, investments, lending, and insurance. You will embody JPMorgan Chase's commitment to putting clients first, leveraging our vast resources to build trust and drive long-term success in a competitive financial services industry. Your day-to-day responsibilities will center on fostering deep client relationships and uncovering opportunities to enhance their financial well-being. This includes conducting in-depth consultations to assess needs, recommending personalized strategies from our suite of JPMorgan Chase products, and coordinating with specialists for advanced wealth planning. In the bustling Monmouth County area, you will also engage in proactive outreach, such as community events and referrals, to grow your client portfolio while ensuring seamless integration of digital tools like our award-winning Chase Mobile app. Compliance and ethical standards are paramount, as you uphold federal and state regulations to protect both clients and the firm. We seek passionate professionals who thrive in a collaborative branch environment and are driven by results. Joining JPMorgan Chase means access to world-class training, career growth opportunities, and a supportive culture that values diversity and inclusion. If you have a knack for financial acumen and client-centric service, this role offers the chance to make a meaningful impact in the lives of affluent clients while advancing your career at one of the world's most admired financial institutions.

Key Responsibilities

• Serve as the primary point of contact for a portfolio of Chase Private Clients, providing personalized financial advice and solutions
• Prospect and acquire new clients within the Marlboro Plaza branch and Monmouth County market through referrals and community engagement
• Conduct comprehensive financial needs assessments to recommend appropriate banking, lending, investment, and insurance products
• Build and maintain long-term relationships with clients to deepen wallet share and achieve retention goals
• Collaborate with branch teams and specialists to deliver holistic wealth management services
• Ensure compliance with all regulatory requirements, including KYC, AML, and securities regulations
• Drive branch performance by meeting sales targets for deposits, loans, and investment referrals
• Educate clients on digital banking tools and JPMorgan Chase's mobile and online platforms
• Monitor client portfolios and provide proactive advice on market changes and opportunities
• Participate in local networking events to enhance JPMorgan Chase's presence in the NJ Monmouth County market

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 6 and 66 (or 7 and 66) securities licenses, or willingness to obtain within 120 days
• State-specific life and health insurance licenses, or ability to obtain promptly
• Proven track record of meeting or exceeding sales and service goals in a banking environment
• Strong understanding of financial products including investments, lending, and deposit services
• Ability to work in a branch setting in Englishtown, NJ, with flexible hours including evenings and weekends

Preferred Qualifications

• 3+ years of experience as a banker or advisor serving high-net-worth clients
• Certified Financial Planner (CFP) designation or equivalent
• Experience with JPMorgan Chase systems and tools
• Bilingual proficiency in English and Spanish to serve diverse Monmouth County clients
• Advanced knowledge of wealth management strategies and regulatory compliance

Required Skills

• Financial analysis and planning
• Client relationship management
• Sales and negotiation techniques
• Knowledge of investment products and securities
• Regulatory compliance (FINRA, SEC, OCC)
• Risk assessment and management
• Digital banking and CRM software proficiency
• Communication and presentation skills
• Problem-solving and decision-making
• Team collaboration and leadership
• Customer service excellence
• Time management and organization
• Analytical thinking
• Adaptability to market changes
• Ethical judgment and integrity

Benefits

• Comprehensive medical, dental, and vision insurance plans
• 401(k) retirement savings plan with company matching contributions
• Generous paid time off, including vacation, sick days, and holidays
• Tuition reimbursement for professional development and certifications
• Performance-based annual bonuses and incentive compensation
• Employee stock purchase plan and access to financial wellness programs
• On-site fitness centers or gym reimbursements at select locations
• Parental leave and family support benefits

JP Morgan Chase is an equal opportunity employer.