Private Client Banker - Chase Plaza New York Ny jobs at Jpmorgan in United States, New York
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1,072 jobs found
18.09.2025
JPM
JPMorgan US Private Bank - Investment Specialist Vice President United States, New York
Conduct investment reviews with clients to validate the clients’ current investment objectives and prepare recommendations of appropriate investment products. Develop investment policy statements and advise on asset allocation. Closes sales...
Partners with aligned Product Owners and Leads, Data Scientists and Analysts, Tech Leads, to drive increased business value through the identification of data required to support personalization product capabilities and...
Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity. Build a book of business and deliver personalized investment solutions to your...
Work across the broad marketing team to communicate the marketing vision. Create a marketing plan to establish customer messaging, touch, channel, and targeting strategy. Manage business cases and change requests...
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...
Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. Generate business results and acquire...
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...
Conduct investment reviews with clients to validate the clients’ current investment objectives and prepare recommendations of appropriate investment products. Develop investment policy statements and advise on asset allocation. Closes sales...
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.