Private Client Banker - Chase Plaza New York Ny jobs at Jpmorgan in United States, New York
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836 jobs found
23.07.2025
JPM
JPMorgan Senior Home Lending Advisor - Newburgh NY United States, New York
Coaches and mentors the branch team by providing training on products and services. Works together with bankers, meeting with their customers and introducing new clients to bankers for additional products...
Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades. Aid the Advisors by building...
Develop strong relationships with top-tier clients and prospects through consultative, proactive phone conversations that deliver the JPMAM value proposition. Provide superior client service by being responsive, thoughtful, and focusing on...
Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting...
Coaches and mentors the branch team by providing training on products and services. Works together with bankers, meets with their customers and introduces new clients to bankers for additional products...
Monitor global rate and credit market dynamics and how they affect our clients’ debt portfolios and funding decisions. Analyze market data, investment grade deal flow and thematic events to provide...
Coaches and mentors the branch team by providing training on products and services. Works together with bankers, meeting with their customers and introducing new clients to bankers for additional products...
Chase Plaza, New York City, is looking for a skilled Private Client Banker to join their team in JPMorgan’s tech industry in United States, New York. This position involves working directly with high net-worth clients, assisting them with their financial goals, and creating detailed financial plans for them. The incumbent will ensure that clients are advised on the most suitable products to meet their needs.
The ideal candidate should possess strong interpersonal and communication skills and demonstrate a thorough knowledge of banking and investment products, services, and markets. They should be well-versed in the latest advances in the technology industry and have a solid understanding of digital banking and mobile applications. Furthermore, the ability to identify and anticipate customer needs, provide timely and accurate advice on financial products, and possess a proactive approach towards sales and business development will be an asset.
The workplace will involve providing sound financial advice and solutions to clients, developing new business, and assisting in the delivery of high quality, compliant customer service to ensure long-term relationships. This role will require you to have excellent attention to detail when resolving customer queries and providing feedback.
If you have a passion for tech and a drive to exceed customer expectations, this could be the perfect opportunity for you. With Expoint, you will be able to showcase your qualifications and experience to potential employers and find the role you’ve been searching for. Find your future in the private client banking business with Chase Plaza, New York City.
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