Private Client Banker - Smith Haven - Lake Grove, NY

Location: Lake Grove, 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 at our Smith Haven branch in Lake Grove, NY, you will play a pivotal role in delivering personalized wealth management solutions to a select group of high-net-worth Chase Private Clients. This position combines the intimacy of relationship banking with the breadth of JPMorgan's world-class investment and lending expertise, allowing you to help clients achieve their financial goals while contributing to the growth of one of the most trusted names in finance. You will be the trusted advisor for clients seeking sophisticated banking services, from customized deposit accounts and mortgages to advanced investment strategies, all while upholding our commitment to integrity and excellence in the competitive financial services industry. In this client-centric role, you will conduct in-depth financial consultations to understand individual needs and recommend integrated solutions from Chase's comprehensive portfolio, including private banking, brokerage services, and estate planning. Collaborating with JPMorgan specialists, you will ensure seamless delivery of holistic advice that aligns with clients' risk tolerance and life objectives. Success in this position requires a passion for building enduring relationships, a keen eye for business development opportunities in the Lake Grove community, and the ability to thrive in a dynamic branch environment where teamwork and innovation drive results. You will also leverage digital tools and analytics to provide proactive insights, helping clients navigate economic shifts with confidence. JPMorgan Chase values diversity and inclusion, offering a supportive culture with robust professional growth opportunities. Joining our team as a Private Client Banker means becoming part of a firm that invests in your success through ongoing training, competitive compensation, and a collaborative atmosphere. If you are a motivated professional with a track record in financial advising, eager to make a meaningful impact in the lives of affluent clients in New York, this role at Smith Haven presents an exciting opportunity to advance your career at a premier institution.

Key Responsibilities

• Serve as the primary point of contact for a portfolio of Chase Private Clients, providing personalized banking, investment, and lending advice
• Conduct comprehensive financial needs assessments to recommend tailored solutions from JPMorgan Chase's suite of products
• Build and maintain long-term relationships with high-net-worth individuals, ensuring exceptional client service and satisfaction
• Drive business growth by identifying opportunities to deepen client relationships through cross-selling deposit, credit, and investment services
• Collaborate with branch teams and JPMorgan specialists to deliver holistic wealth management strategies
• Monitor client portfolios and market trends to provide proactive advice on investment opportunities and risk management
• Ensure compliance with all regulatory requirements, including KYC, AML, and FINRA standards
• Participate in community outreach in Lake Grove, NY, to enhance Chase's brand and attract new Private Clients
• Utilize CRM tools to track client interactions and maintain accurate records of financial plans

Required Qualifications

• Bachelor's degree or equivalent experience in finance, business, or a related field
• At least 2 years of experience in client-facing roles within financial services, preferably in banking or wealth management
• Active Series 6, 7, and 66 licenses (or willingness to obtain within 120 days of hire)
• Strong understanding of banking products, investment solutions, and financial planning
• 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 Lake Grove, NY

Preferred Qualifications

• Experience as a Private Banker or in JPMorgan Chase's wealth management division
• Certified Financial Planner (CFP) designation or equivalent
• Familiarity with Chase's digital banking platforms and tools
• Bilingual proficiency, particularly in Spanish, to serve diverse clients in the Lake Grove area
• Previous success in cross-selling Chase investment and lending products

Required Skills

• Financial analysis and portfolio management
• Client relationship building and retention
• Sales and negotiation techniques
• Knowledge of investment products like mutual funds, ETFs, and annuities
• Regulatory compliance and risk assessment
• Proficiency in Microsoft Office and CRM software such as Salesforce
• Active listening and empathy for client needs
• Problem-solving in complex financial scenarios
• Time management and prioritization in a high-volume environment
• Presentation and public speaking skills
• Data analysis for financial forecasting
• Digital literacy with online banking and mobile apps
• Adaptability to market changes and client preferences
• Team collaboration across departments
• Ethical decision-making in financial advising

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance with low employee premiums
• 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's learning resources
• Employee stock purchase plan and financial wellness benefits
• Wellness programs with gym memberships, mental health support, and onsite fitness facilities
• Relocation assistance if applicable for the Lake Grove, NY location

JP Morgan Chase is an equal opportunity employer.