Private Client Banker- Uptown -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 with a rich history of innovation and client focus, serving millions of consumers, small businesses, and many of the world's most prominent corporate, institutional, and government clients. As a Private Client Banker in our Uptown Albuquerque, NM branch, you will play a pivotal role in delivering the renowned Chase Private Client experience to a select group of affluent clients. This position combines the prestige of personalized banking with the opportunity to drive meaningful financial outcomes in a dynamic, relationship-driven environment. You will act as the trusted advisor for high-net-worth individuals, leveraging JPMorgan's vast resources to provide holistic solutions that encompass wealth management, lending, and everyday banking needs. Your day-to-day responsibilities will center on cultivating deep, long-term relationships with clients in the Uptown area, a vibrant and growing community in Albuquerque. You will conduct in-depth financial assessments, recommend customized products such as J.P. Morgan Investment Management portfolios, Chase Private Client Checking with premium benefits, and tailored mortgage options, all while ensuring seamless integration with our digital platforms for convenience. Collaborating closely with branch colleagues, wealth advisors, and specialists, you will identify cross-selling opportunities to expand client portfolios and contribute to the branch's overall success. Compliance and ethical standards are paramount, as you navigate regulatory landscapes to safeguard client interests and uphold JPMorgan Chase's commitment to integrity. This role demands a passion for financial services and a client-first mindset, offering the chance to thrive in a supportive culture that values diversity, inclusion, and professional growth. In Albuquerque's unique market, you will engage with a diverse clientele, from local professionals to retirees, helping them navigate economic shifts with confidence. Joining JPMorgan Chase means becoming part of a global powerhouse dedicated to empowering clients' financial futures, with robust training, competitive rewards, and pathways for advancement within our Private Banking division.

Key Responsibilities

• Serve as the primary point of contact for a portfolio of Chase Private Clients, providing personalized financial advice and solutions
• Build and deepen relationships with high-net-worth individuals through proactive outreach and needs-based consultations
• Recommend and implement tailored investment, lending, and banking strategies to help clients achieve their financial goals
• Collaborate with branch teams and specialists to deliver seamless service, including mortgage, wealth management, and business banking referrals
• Conduct financial planning discussions, analyzing client needs and presenting appropriate JPMorgan products like Chase Sapphire banking and J.P. Morgan Wealth Plans
• Drive branch growth by identifying opportunities to expand client relationships and meet sales targets for deposits, loans, and investments
• Ensure compliance with all regulatory requirements, including KYC, AML, and securities regulations
• Educate clients on digital tools and self-service options while maintaining a high-touch, concierge-level experience
• Monitor market trends and economic conditions to provide timely insights and adjustments to client portfolios
• Participate in community events in Uptown Albuquerque to enhance JPMorgan Chase's local presence and attract new clients

Required Qualifications

• Bachelor's degree or equivalent experience in finance, business, or a related field
• At least 2 years of experience in financial services, client relationship management, or sales
• Active and in good standing with state securities and life insurance licenses (or ability to obtain within 120 days)
• Series 6, 7, and 66 licenses (or willingness to pursue and complete)
• Proven track record of meeting or exceeding sales and service goals in a banking environment
• Strong understanding of financial products including investments, lending, and deposit solutions
• Ability to work in a branch setting in Albuquerque, NM, with flexible hours including evenings and weekends

Preferred Qualifications

• 3+ years of experience as a banker or advisor serving high-net-worth clients at a financial institution
• Existing certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Bilingual proficiency in English and Spanish, given the diverse client base in Uptown Albuquerque
• Experience with JPMorgan Chase systems and tools, or similar enterprise banking platforms
• Demonstrated success in cross-selling complex financial products to affluent clients

Required Skills

• Client relationship management
• Financial product knowledge (investments, loans, deposits)
• Sales and consultative selling techniques
• Analytical and problem-solving abilities
• Regulatory compliance and risk management
• Communication and active listening
• Time management and prioritization
• Digital literacy with banking software and CRM tools
• Emotional intelligence and empathy
• Negotiation and persuasion
• Data analysis for financial planning
• Team collaboration and referral networking
• Cultural sensitivity for diverse client interactions
• Adaptability to market changes
• Ethical decision-making in high-stakes scenarios

Benefits

• Comprehensive medical, dental, and vision insurance plans with multiple coverage options
• 401(k) retirement savings plan with company matching contributions up to 5% of eligible pay
• Generous paid time off, including vacation, sick days, and paid federal holidays
• Annual performance-based bonuses and incentives tied to client satisfaction and sales goals
• Professional development programs, including tuition reimbursement for relevant certifications
• Employee stock purchase plan and access to J.P. Morgan's internal training academy
• Wellness programs with gym memberships, mental health support, and financial wellness resources
• Parental leave benefits and flexible work arrangements for work-life balance

JP Morgan Chase is an equal opportunity employer.