Private Client Banker - Radio City - 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 iconic Radio City branch in New York, NY, you will play a pivotal role in serving the sophisticated needs of Chase Private Clients—our select group of high-net-worth individuals seeking personalized banking experiences. This position combines the prestige of wealth management with the energy of one of the world's most vibrant financial hubs, where you'll leverage JPMorgan Chase's vast resources to deliver exceptional value. Your role as the trusted advisor will involve curating bespoke financial strategies that encompass everything from everyday banking to complex investment portfolios, all while upholding our commitment to integrity and excellence. In this dynamic role, you will engage directly with clients to understand their unique financial goals, whether it's planning for retirement, optimizing liquidity through customized lending, or navigating market volatility with diversified investment options. You'll collaborate seamlessly with JPMorgan Chase's network of specialists, including wealth planners and mortgage experts, to provide holistic advice that aligns with our clients' aspirations. Operating from the heart of Manhattan, you'll also contribute to branch initiatives that foster community ties and drive sustainable growth, ensuring every interaction reinforces JPMorgan Chase's reputation as a premier partner in wealth preservation and creation. We value professionals who thrive in a collaborative, high-performance culture and are passionate about empowering clients to achieve financial success. Joining our team means access to cutting-edge tools, ongoing training through the J.P. Morgan Learning Center, and opportunities for career advancement within one of the largest banks in the world. If you are driven by client success and ready to make an impact in New York City's elite financial landscape, this Private Client Banker position offers a rewarding path to professional fulfillment at JPMorgan Chase.

Key Responsibilities

• Serve as the primary point of contact for a portfolio of Chase Private Clients, providing personalized financial advice and solutions
• Conduct comprehensive financial needs assessments to recommend tailored banking, investment, and lending products
• Build and deepen relationships with high-net-worth individuals through proactive outreach and exceptional service
• Collaborate with branch teams and specialists to deliver holistic wealth management strategies
• Monitor client portfolios and market trends to identify opportunities for growth and risk mitigation
• Ensure compliance with all JPMorgan Chase policies, regulatory standards, and ethical guidelines
• Drive branch performance by acquiring new clients and expanding existing relationships
• Educate clients on digital tools, security features, and innovative financial products offered by Chase
• Resolve complex client inquiries and escalate issues to senior management when necessary
• Participate in community events and networking to enhance JPMorgan Chase's brand in the New York market

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• At least 3 years of experience in financial services, preferably in retail banking or wealth management
• Active Series 7 and 66 (or equivalent) securities licenses, or willingness to obtain within 120 days
• Strong understanding of banking products, investment solutions, and credit services
• 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 degree or certification such as CFP (Certified Financial Planner)
• Experience working with ultra-high-net-worth clients at a premier financial institution
• Bilingual proficiency, particularly in Spanish or Mandarin, given New York City's diverse clientele
• Prior leadership experience in branch operations or client advisory roles
• Familiarity with JPMorgan Chase's digital banking platforms and tools

Required Skills

• Financial analysis and portfolio management
• Client relationship building and retention
• Knowledge of investment products and securities
• Regulatory compliance and risk assessment
• Sales and business development acumen
• Active listening and empathy in client interactions
• Proficiency in financial software and CRM systems like Salesforce
• Problem-solving and decision-making under pressure
• Excellent verbal and written communication
• Time management and organizational skills
• Adaptability to fast-paced, dynamic environments
• Ethical judgment and integrity in handling confidential data
• Team collaboration and leadership influence
• Digital literacy in banking apps and fintech tools
• Cultural sensitivity for diverse client bases

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 JPMorgan Chase's learning academy
• Employee stock purchase plan and other investment opportunities within the firm
• Wellness programs, including gym memberships, mental health support, and financial wellness coaching
• Commuter benefits and relocation assistance for eligible roles in New York

JP Morgan Chase is an equal opportunity employer.