Private Client Banker - Osage - Briarcliff, NY

Location: Briarcliff Manor, 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 Briarcliff Manor, NY branch, you will play a pivotal role in delivering exceptional, personalized service to our select group of high-net-worth Chase Private Client customers. This position combines the intimacy of relationship banking with the breadth of JPMorgan Chase's world-class resources, allowing you to help clients achieve their financial goals through tailored advice on banking, lending, investments, and wealth planning. You will be the trusted advisor for clients in the affluent Osage community and surrounding areas, fostering long-term partnerships that drive loyalty and growth for both clients and the firm. Your day-to-day responsibilities will involve conducting in-depth financial consultations, analyzing client needs, and recommending integrated solutions from Chase's robust portfolio, including deposit accounts, credit products, mortgages, and sophisticated investment options managed by J.P. Morgan Wealth Management. You will collaborate closely with branch colleagues, investment advisors, and specialists to ensure seamless delivery of services, while proactively identifying opportunities to expand client relationships. In this high-touch role, maintaining the highest standards of compliance, confidentiality, and ethical practices is paramount, aligning with JPMorgan Chase's commitment to integrity and regulatory excellence in the financial services industry. We value professionals who thrive in a dynamic environment and are passionate about empowering clients' financial success. Joining our team in Briarcliff Manor offers the chance to contribute to a prestigious brand while advancing your career in private banking. With access to cutting-edge tools, ongoing training, and a supportive culture, you will be positioned to make a meaningful impact in the lives of discerning clients and the broader Westchester community.

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, loans, mortgages, and investment strategies
• Build and deepen relationships with high-net-worth clients through proactive outreach, regular reviews, and customized service plans
• Collaborate with branch teams and specialists to deliver seamless experiences across Chase's ecosystem of products and services
• Drive business growth by identifying cross-selling opportunities for wealth management, credit, and advisory services
• Ensure compliance with all JPMorgan Chase policies, regulatory standards, and risk management protocols in all client interactions
• Monitor client portfolios and market conditions to provide timely insights and adjustments to financial plans
• Educate clients on digital tools, security features, and Chase's integrated platforms for optimal banking experiences
• Participate in community events and networking in Briarcliff Manor to enhance Chase's local presence and client acquisition
• Maintain accurate records of client interactions, transactions, and recommendations in compliance with internal systems

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, Series 7, and Series 66 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 guidelines

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience working with Chase Private Client or similar high-touch banking programs
• Bilingual proficiency, particularly in Spanish, to serve diverse client bases in the New York area
• Prior success in sales of investment products and achieving performance targets
• Knowledge of local market dynamics in Westchester County, NY

Required Skills

• Financial analysis and portfolio management
• Client relationship building and retention
• Sales and negotiation techniques
• Knowledge of investment products (stocks, bonds, mutual funds)
• Regulatory compliance (FINRA, SEC, OCC)
• Risk assessment and management
• Digital banking tools proficiency (e.g., Chase Mobile App, online platforms)
• Active listening and empathy
• Problem-solving and decision-making
• Time management and organization
• Presentation and public speaking
• Data analysis using financial software
• Team collaboration and leadership
• Adaptability to market changes
• Ethical judgment in high-stakes environments

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 and access to JPMorgan Chase's learning academy
• Employee stock purchase plan and financial wellness resources
• Wellness programs with gym memberships, mental health support, and onsite fitness facilities
• Flexible work arrangements and commuter benefits for the Briarcliff Manor location

JP Morgan Chase is an equal opportunity employer.