Private Client Banker - Thornwood, NY

Location: Thornwood, NY, United States

Job Family: Private Client Bankers

About the Role

At JPMorgan Chase, we are a leading global financial services firm with a commitment to helping our clients achieve their financial goals through innovative banking and investment solutions. As a Private Client Banker in our Thornwood, NY branch, you will play a pivotal role in serving a select group of Chase Private Clients—affluent individuals and families seeking personalized wealth management. You will act as their trusted advisor, delivering bespoke financial strategies that encompass banking, lending, investments, and planning, all while upholding JPMorgan's high standards of integrity and client-centric service. This position offers the opportunity to thrive in a dynamic branch environment, fostering deep relationships and contributing to the growth of our premier wealth management franchise. Your day-to-day responsibilities will include conducting in-depth financial consultations to understand client objectives, recommending optimal JPMorgan products such as customizable investment portfolios, jumbo mortgages, and estate planning services, and collaborating with our network of specialists for comprehensive advice. You will proactively engage clients through scheduled reviews, market insights, and educational seminars, ensuring their portfolios align with evolving needs and risk tolerances. Additionally, you will support branch operations by assisting walk-in customers, identifying opportunities to elevate them to Private Client status, and driving sales initiatives to meet branch targets—all while navigating the unique financial landscape of the Westchester County area. We value professionals who are passionate about finance and client success, with a keen eye for detail and a drive to exceed expectations. Joining JPMorgan Chase as a Private Client Banker means becoming part of a supportive team backed by world-class resources, ongoing training in cutting-edge financial tools, and a culture that rewards innovation and excellence. If you are ready to make a meaningful impact on the financial futures of high-net-worth clients in Thornwood, NY, this role offers unparalleled growth potential within one of the world's most respected financial institutions.

Key Responsibilities

• Serve as the primary point of contact for a portfolio of high-net-worth Chase Private Clients, providing personalized banking, lending, and investment advice
• Conduct comprehensive financial needs assessments to recommend tailored solutions including deposits, loans, mortgages, and investment strategies
• Collaborate with JPMorgan specialists in wealth management, estate planning, and philanthropy to deliver holistic client support
• Drive business growth by identifying cross-selling opportunities for JPMorgan Chase products and achieving sales goals
• Maintain compliance with all regulatory requirements, including FINRA and SEC guidelines, while documenting client interactions
• Build and nurture long-term relationships through proactive outreach, client meetings, and community engagement in Thornwood, NY
• Monitor client portfolios and market conditions to provide timely updates and adjustments to financial plans
• Assist branch customers with everyday banking needs while transitioning them to Private Client services
• Participate in team meetings and training to stay current on JPMorgan's evolving offerings and industry trends

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 wealth management or banking
• Active Series 6, Series 7, and Series 66 licenses, or willingness to obtain them within 120 days of hire
• Strong understanding of investment products, banking solutions, and financial planning principles
• Proven track record of building and maintaining client relationships in a high-net-worth environment
• Excellent communication and interpersonal skills to engage with affluent clients
• Ability to work in a fast-paced branch environment in Thornwood, NY

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience with JPMorgan Chase products and services
• Bilingual proficiency, particularly in Spanish, to serve diverse client bases in the New York area
• Prior success in sales targets for investment and lending products
• Knowledge of local market dynamics in Westchester County, NY

Required Skills

• Financial analysis and portfolio management
• Client relationship building and retention
• Sales and negotiation techniques
• Knowledge of investment products (stocks, bonds, mutual funds)
• Regulatory compliance (FINRA, SEC, OCC)
• Risk assessment and mitigation
• Active listening and empathy
• Problem-solving and decision-making
• Proficiency in financial software (e.g., Bloomberg, CRM systems like Salesforce)
• Time management and prioritization
• Presentation and public speaking
• Data analysis for client reporting
• Adaptability to market changes
• Team collaboration and leadership
• Ethical judgment in financial advising

Benefits

• Comprehensive medical, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with generous company matching up to 6% of eligible pay
• Annual performance-based bonuses and incentive compensation tied to client satisfaction and sales targets
• Paid time off including vacation, sick days, and parental leave
• Professional development opportunities through JPMorgan's internal training programs and tuition reimbursement
• Employee stock purchase plan and access to financial wellness resources
• Health savings account (HSA) with company seed funding for eligible participants
• Wellness programs including gym memberships, mental health support, and onsite fitness facilities at select locations

JP Morgan Chase is an equal opportunity employer.