Private Client Banker - Mount Sinai, NY

Location: Mount Sinai, NY, 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 Mount Sinai, NY branch, you will play a pivotal role in delivering exceptional wealth management services to high-net-worth individuals and families. You will act as the trusted advisor for a select group of Chase Private Clients, combining deep product knowledge with personalized guidance to help clients achieve their financial goals. This position offers the opportunity to thrive in a dynamic branch environment while leveraging JPMorgan Chase's vast resources, including access to sophisticated investment strategies and lending solutions tailored to the Long Island community. Your day-to-day responsibilities will include building and nurturing long-term client relationships, conducting in-depth financial reviews, and recommending a full suite of products such as brokerage accounts, mortgages, and retirement planning. You will collaborate closely with branch colleagues, including investment advisors and mortgage specialists, to provide seamless service. In Mount Sinai, NY, you will engage with a diverse clientele, often addressing unique needs like estate planning or business financing, all while upholding the highest standards of integrity and compliance as per FINRA and SEC regulations. We value professionals who are passionate about financial empowerment and client success. Joining JPMorgan Chase means becoming part of a supportive culture that invests in your growth through ongoing training, mentorship, and career advancement opportunities. If you are driven, client-centric, and eager to contribute to a firm that sets the standard in the financial services industry, this role in Mount Sinai offers a rewarding path to professional fulfillment.

Key Responsibilities

• Serve as the primary point of contact for a portfolio of Chase Private Clients, providing personalized financial advice and solutions
• Develop and deepen client relationships by identifying opportunities for investments, lending, and deposit products
• Conduct comprehensive financial planning sessions, including goal setting and risk assessment
• Collaborate with branch teams and specialists to deliver holistic banking experiences
• Prospect and acquire new clients within the Mount Sinai community through networking and referrals
• Ensure compliance with all regulatory requirements and JPMorgan Chase policies
• Monitor client portfolios and provide ongoing support for life events and financial needs
• Drive branch performance by contributing to sales targets and client satisfaction metrics
• Educate clients on Chase's digital tools and secure banking practices

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-facing roles
• Active Series 6, 7, and 66 (or equivalent) securities licenses, or willingness to obtain within 120 days
• Active Life, Health, and Accident insurance license, or willingness to obtain
• Proven track record of meeting or exceeding sales and client service goals
• Strong understanding of financial products including investments, lending, and deposit solutions
• Ability to work in a branch environment and travel locally as needed

Preferred Qualifications

• Advanced certifications such as CFP or CFA
• Experience with high-net-worth client management at a major financial institution
• Bilingual proficiency in English and Spanish to serve diverse communities in Mount Sinai, NY
• Previous role in wealth management or private banking
• Familiarity with Chase's digital banking platforms and tools

Required Skills

• Financial analysis and planning
• Client relationship management
• Sales and negotiation techniques
• Knowledge of investment products and securities
• Regulatory compliance and risk management
• Proficiency in Microsoft Office and CRM systems
• Digital banking and fintech tools
• Active listening and empathy
• Problem-solving and decision-making
• Time management and organization
• Communication, both verbal and written
• Team collaboration and leadership
• Adaptability to client needs
• Ethical judgment in financial advising
• Data analysis for portfolio review

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
• Tuition reimbursement and professional development programs
• Employee stock purchase plan and financial wellness resources
• Access to on-site fitness centers and wellness programs at select locations
• JPMorgan Chase Foundation matching gift program for charitable contributions

JP Morgan Chase is an equal opportunity employer.