Private Client Banker - Park Ave and 32nd St - New York, NY

Location: New York, 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-centric solutions. As a Private Client Banker at our Park Ave and 32nd St branch in New York, NY, you will play a pivotal role in serving the sophisticated needs of Chase Private Clients—a select group of high-value individuals seeking integrated banking, lending, and investment services. In this dynamic position, you will act as the trusted advisor, fostering long-term relationships while leveraging JPMorgan Chase's unparalleled resources to deliver personalized wealth management strategies in one of the world's most vibrant financial hubs. Your day-to-day responsibilities will include conducting in-depth financial consultations, recommending bespoke solutions from our portfolio of products such as premium checking accounts, jumbo mortgages, and diversified investment options through J.P. Morgan Wealth Management. You will collaborate closely with branch colleagues, specialists, and external partners to ensure holistic client support, while adhering to the highest standards of compliance and risk management. This role demands a proactive approach to client engagement, including regular portfolio reviews and educational sessions on emerging market trends, all aimed at helping clients achieve their financial goals in a secure and efficient manner. JPMorgan Chase values integrity, excellence, and innovation, and we provide robust support for your professional growth through our world-class training programs and career development opportunities. Joining our team in New York means contributing to a legacy of empowering clients in a diverse, fast-paced environment while benefiting from competitive compensation and comprehensive perks. If you are passionate about financial services and excel at building meaningful client connections, this position offers a rewarding path to advance your career at a premier institution.

Key Responsibilities

• Serve as the primary point of contact for a portfolio of Chase Private Clients, delivering personalized banking, investment, and advisory services
• Conduct comprehensive financial needs assessments to recommend tailored solutions including lending, deposits, and investment products
• Build and deepen relationships with clients through proactive outreach, consultations, and customized financial planning
• Collaborate with branch teams and specialists to ensure seamless delivery of JPMorgan Chase's full suite of wealth management offerings
• Drive client acquisition and retention by identifying opportunities for cross-selling Chase Private Client benefits and services
• Maintain compliance with all federal and state regulations, including KYC and AML standards
• Utilize CRM tools to track client interactions, preferences, and portfolio performance
• Educate clients on market trends, risk management, and long-term wealth strategies
• Participate in community events and networking to enhance JPMorgan Chase's presence in the New York market
• Monitor and report on client satisfaction metrics to continuously improve service delivery

Required Qualifications

• Bachelor's degree or equivalent experience in finance, business, or related field
• At least 2 years of experience in client-facing roles within financial services
• Series 6 and 66 licenses (or willingness to obtain within 120 days of hire)
• Strong understanding of banking products, investment solutions, and wealth management services
• Proven track record of building and maintaining client relationships
• Ability to thrive in a fast-paced, high-net-worth client environment
• Compliance with all regulatory requirements in the financial services industry

Preferred Qualifications

• Advanced certifications such as CFP or CFA
• Experience working with high-net-worth individuals at a premier financial institution
• Bilingual proficiency, particularly in languages spoken in diverse New York communities
• Prior sales experience in private banking or wealth advisory
• Knowledge of JPMorgan Chase's digital banking platforms and tools

Required Skills

• Client relationship management
• Financial product knowledge (e.g., mortgages, investments, trusts)
• Sales and consultative selling techniques
• Analytical and problem-solving abilities
• Regulatory compliance expertise (FINRA, SEC)
• CRM software proficiency (e.g., Salesforce)
• Communication and presentation skills
• Time management in a high-volume environment
• Risk assessment and mitigation
• Digital banking tools and fintech literacy
• Empathy and active listening
• Negotiation and deal-closing
• Market analysis and economic trend awareness
• Team collaboration and leadership
• Cultural sensitivity for diverse client base

Benefits

• Competitive base salary plus uncapped incentive compensation tied to client growth and satisfaction
• Comprehensive health, dental, and vision insurance with employer contributions
• 401(k) retirement savings plan with generous company matching
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement and access to JPMorgan Chase's internal training academy
• Employee stock purchase plan and financial wellness resources
• Wellness programs with gym memberships, mental health support, and onsite fitness facilities
• Commuter benefits and relocation assistance for qualifying roles in New York

JP Morgan Chase is an equal opportunity employer.