Private Client Banker - Yorktown Heights, NY

Location: Yorktown Heights, NY, United States

Job Family: Private Client Bankers

About the Role

At JP Morgan Chase, we are seeking a dedicated Private Client Banker to join our team in Yorktown Heights, NY, where you will play a pivotal role in delivering exceptional client experiences. As a Private Client Banker, you will embody our commitment to hospitality and client care by providing personalized financial solutions to high-net-worth individuals and families. This position is ideal for professionals passionate about the financial services industry, offering the opportunity to leverage JP Morgan's global resources to help clients achieve their wealth management goals in a dynamic branch environment. Your primary focus will be on building lasting relationships through comprehensive financial planning, including advice on banking, lending, investments, and retirement strategies. You will collaborate with JP Morgan's network of experts to offer holistic solutions, while ensuring all interactions align with our rigorous standards of integrity and compliance. In the vibrant Yorktown Heights community, you will engage clients through tailored consultations, educational workshops, and proactive portfolio monitoring, driving both client satisfaction and branch performance. We value innovation and excellence at JP Morgan Chase, and this role offers robust professional growth opportunities, including access to advanced training and career progression paths within our Private Bank. If you thrive in a client-facing role and are committed to fostering trust in the financial services landscape, join us to make a meaningful impact on clients' financial journeys.

Key Responsibilities

• Deliver personalized financial advice and solutions to high-net-worth clients, focusing on banking, lending, and investment needs
• Build and deepen relationships with Private Clients by conducting comprehensive financial reviews and recommending tailored products
• Collaborate with JP Morgan Chase specialists, including wealth advisors and mortgage experts, to provide holistic client support
• Drive branch growth by identifying cross-selling opportunities for deposit, credit, and investment products
• Ensure compliance with all regulatory requirements, including KYC, AML, and securities regulations
• Host client events and educational seminars in the Yorktown Heights community to enhance engagement
• Monitor client portfolios and provide proactive updates on market conditions and opportunities
• Maintain accurate records in JP Morgan's client management systems and adhere to data privacy standards
• Mentor branch associates on client service best practices and JP Morgan's hospitality standards
• Contribute to a positive branch culture by embodying JP Morgan's core values of integrity and excellence

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-facing roles
• Active Series 7 and Series 66 (or equivalent) securities licenses, or willingness to obtain within 90 days
• Strong understanding of banking products, investment solutions, and wealth management principles
• Proven track record of building and maintaining client relationships in a high-net-worth environment
• Excellent communication and interpersonal skills with a client-centric approach
• Ability to work in a fast-paced branch environment in Yorktown Heights, NY

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA
• Experience with JP Morgan Chase products and services
• Bilingual proficiency in English and Spanish to serve diverse clients in the Yorktown Heights area
• Previous leadership experience in mentoring junior bankers or team coordination
• Knowledge of local market dynamics in Westchester County, NY

Required Skills

• Financial analysis and portfolio management
• Client relationship building and retention
• Knowledge of investment products like mutual funds, ETFs, and annuities
• Regulatory compliance and risk management
• Sales and negotiation techniques
• Active listening and empathy in client interactions
• Proficiency in financial software such as Bloomberg or JP Morgan's proprietary tools
• Problem-solving and decision-making under pressure
• Time management and organizational skills
• Presentation and public speaking abilities
• Data analysis for client needs assessment
• Team collaboration and leadership
• Adaptability to market changes and client preferences
• Ethical judgment in financial advising
• Digital literacy for online banking and CRM systems

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive medical, dental, and vision insurance with multiple plan options
• 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 JP Morgan's learning academy
• Employee stock purchase plan and financial wellness resources
• Wellness programs with gym memberships, mental health support, and onsite fitness facilities
• Relocation assistance for eligible candidates moving to the Yorktown Heights area

JP Morgan Chase is an equal opportunity employer.