Private Client Banker - Shrewsbury, NJ - NJ Monmouth County Market

Location: Shrewsbury, NJ, 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 Shrewsbury, NJ branch within the Monmouth County Market, you will play a pivotal role in delivering exceptional wealth management experiences to our Chase Private Clients. This position involves acting as the dedicated advisor for a select group of affluent clients, helping them navigate complex financial needs through personalized banking, lending, and investment solutions. You will leverage JPMorgan Chase's vast resources, including access to world-class research and products, to build trust and drive long-term client loyalty in this dynamic coastal market. Your day-to-day responsibilities will include conducting in-depth financial consultations, recommending strategies that align with clients' goals—such as retirement planning, estate management, or business financing—and collaborating with internal specialists to execute seamless services. In the Shrewsbury location, you will also engage with branch customers, identifying opportunities to elevate their banking experience to private client status. Success in this role requires a deep understanding of the financial services landscape, including JPMorgan Chase's proprietary tools for portfolio analysis and risk management, while adhering to the highest standards of compliance and ethical practices. We value professionals who thrive in a collaborative, high-performance environment and are passionate about empowering clients to achieve financial success. Joining JPMorgan Chase as a Private Client Banker offers not only the chance to contribute to a prestigious institution but also robust career growth opportunities across our global network. If you are driven by client impact and ready to make a difference in Monmouth County, this role is an ideal fit.

Key Responsibilities

• Serve as the primary point of contact for a portfolio of Chase Private Clients, providing personalized banking, lending, and investment advice
• Identify client needs and recommend tailored financial solutions, including deposits, loans, credit cards, and investment products
• Build and maintain long-term relationships with high-net-worth individuals in the Shrewsbury, NJ area to drive client retention and growth
• Collaborate with branch teams and specialists to deliver comprehensive wealth management services
• Conduct financial planning consultations and execute strategies aligned with JPMorgan Chase's offerings
• Monitor market trends and regulatory changes to ensure compliant and informed client advice
• Achieve sales goals by proactively engaging walk-in customers and expanding existing client portfolios
• Ensure adherence to all compliance standards, including KYC and anti-money laundering protocols
• Participate in community events in Monmouth County to enhance JPMorgan Chase's local presence

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 or banking
• Active Series 6, 7, and 66 licenses (or willingness to obtain within 120 days of hire)
• Strong understanding of investment products, wealth management, and banking services
• Proven track record of meeting sales targets and building client relationships
• Excellent communication and interpersonal skills to serve high-net-worth clients
• Ability to work in a fast-paced branch environment in Shrewsbury, NJ

Preferred Qualifications

• Advanced certifications such as CFP or CFA
• Experience with JPMorgan Chase products and services
• Background in private banking or wealth advisory for affluent clients
• Familiarity with Monmouth County market dynamics and local networking
• Bilingual proficiency in English and Spanish to serve diverse client base

Required Skills

• Financial analysis and investment knowledge
• Client relationship management
• Sales and negotiation techniques
• Regulatory compliance awareness (FINRA, SEC)
• Proficiency in financial software and CRM tools like Salesforce
• Active listening and empathy
• Problem-solving and decision-making
• Time management in a high-volume environment
• Presentation and public speaking
• Data analysis for client portfolio review
• Risk assessment in lending and investments
• Team collaboration and leadership
• Adaptability to market changes
• Ethical judgment in financial advising
• Digital literacy for online banking platforms

Benefits

• Competitive base salary plus uncapped incentive compensation based on performance
• Comprehensive medical, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company match
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs and tuition reimbursement for certifications
• Employee stock purchase plan and access to financial wellness resources
• Wellness programs including gym memberships and mental health support
• Opportunities for career advancement within JPMorgan Chase's global network

JP Morgan Chase is an equal opportunity employer.