Private Client Banker- Route 66 and Coors Blvd-Albuquerque, NM

Location: Albuquerque, NM, United States

Job Family: Private Client Bankers

About the Role

At JPMorgan Chase, we are a leading global financial services firm committed to helping our clients achieve their financial aspirations through innovative banking, investment, and wealth management solutions. As a Private Client Banker at our Route 66 and Coors Blvd branch in Albuquerque, NM, you will play a pivotal role in delivering exceptional service to a select group of Chase Private Clients—high-net-worth individuals seeking personalized guidance. You will act as their trusted advisor, combining deep knowledge of JPMorgan's comprehensive suite of products, including checking and savings accounts, mortgages, credit solutions, and investment portfolios, to craft tailored strategies that align with their unique goals, whether it's retirement planning, estate management, or wealth preservation in the dynamic New Mexico market. Your day-to-day responsibilities will involve building and nurturing long-term relationships with clients, conducting in-depth financial needs assessments, and recommending appropriate JPMorgan Chase offerings to optimize their financial health. You will collaborate closely with branch colleagues, such as relationship bankers and specialists, to ensure a seamless client experience, while also prospecting for new opportunities among walk-in customers. Compliance is at the heart of everything we do; you will uphold the highest standards of regulatory adherence, including FINRA and SEC guidelines, to protect both clients and the firm. In this role, your ability to navigate complex financial landscapes and provide proactive advice will directly contribute to client satisfaction and loyalty, embodying JPMorgan Chase's client-first philosophy. We value professionals who thrive in a collaborative, high-performance environment and are passionate about the financial services industry. This position offers the chance to grow within one of the world's most respected institutions, with opportunities for advancement into senior advisory or leadership roles. If you are driven by excellence, client success, and the Albuquerque community's vibrant energy, join us to make a meaningful impact on the lives of our valued clients.

Key Responsibilities

• Serve as the primary point of contact for a portfolio of Chase Private Clients, providing personalized financial advice and solutions tailored to their needs
• Identify and pursue new business opportunities by engaging with branch customers and referring qualified leads to appropriate Chase teams
• Conduct comprehensive financial reviews, recommend investment strategies, and assist clients in achieving their wealth management goals
• Collaborate with branch teams to deliver seamless banking experiences, including deposit, lending, and payment services
• Ensure compliance with all federal and state regulations, including anti-money laundering (AML) and know-your-customer (KYC) protocols
• Build and maintain strong relationships with high-net-worth individuals, addressing complex financial inquiries and resolving issues promptly
• Monitor market trends and JPMorgan Chase product updates to provide informed recommendations to clients
• Participate in community outreach and networking events in the Albuquerque area to enhance Chase's local presence
• Track and report on client portfolio performance, sales metrics, and satisfaction levels to senior management
• Mentor junior staff on client service best practices and JPMorgan's client-centric approach

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• At least 2 years of experience in financial services, retail banking, or client advisory roles
• Active and in good standing with state and/or national licensing requirements, including Series 6, Series 7, and Series 66 licenses
• Proven track record of meeting or exceeding sales and client service goals in a banking environment
• Strong understanding of investment products, wealth management principles, and regulatory compliance
• Excellent communication and interpersonal skills to build long-term client relationships
• Ability to work in a fast-paced branch setting and handle confidential client information

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience with JPMorgan Chase products and services or similar high-net-worth client portfolios
• Bilingual proficiency in English and Spanish, given the Albuquerque market demographics
• Previous leadership or mentoring experience in a team-based financial services environment
• Familiarity with digital banking tools and CRM systems used in wealth management

Required Skills

• Financial analysis and portfolio management
• Investment product knowledge (e.g., mutual funds, ETFs, annuities)
• Client relationship management and consultative selling
• Regulatory compliance and risk assessment
• Proficiency in financial software like Bloomberg or JPMorgan's proprietary tools
• Strong analytical and problem-solving abilities
• Excellent verbal and written communication
• Active listening and empathy for client needs
• Time management and organizational skills
• Team collaboration and leadership
• Digital literacy in CRM systems (e.g., Salesforce) and online banking platforms
• Negotiation and conflict resolution
• Market research and trend analysis
• Ethical decision-making in high-stakes financial advising
• Adaptability to evolving financial regulations and client expectations

Benefits

• Competitive base salary plus uncapped commission and performance-based incentives
• Comprehensive health, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with generous company matching up to 5% of eligible compensation
• Paid time off including vacation, sick days, and 15+ paid holidays annually
• Tuition reimbursement and professional development programs for certifications and advanced education
• Employee stock purchase plan and access to JPMorgan Chase's employee investment opportunities
• Wellness programs including gym memberships, mental health support, and financial wellness coaching
• Relocation assistance for eligible candidates and family-friendly benefits like parental leave

JP Morgan Chase is an equal opportunity employer.