Private Client Banker - Ridgewood Myrtle - Ridgewood, NY
JPMorgan Chase & Co.
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase’s affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: #J-18808-Ljbffr JPMorgan Chase & Co.
$25 - $32.69 per hour
...advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select... ...an accommodation. Equal Opportunity Employer/Disability/Veterans Base Pay/Salary New York,NY $25.00 - $32.69 / hourPrivate clientImmediate startAfternoon shift- ...Part Time Universal Banker (20 Hours) Ridgewood NJ Working at Citi is far more than just a job. A career with us means joining a team of more... ...loyalty and to help increase sales to individual consumer clients. Responsibilities: Assist in basic account opening for...SuggestedPart time
- ...Trust and Estates Associate Attorney (3–5 Years) – Premier Private Wealth Practice | New York, NY | NY Bar Required Keywords: Trust and Estates... ...Planning Attorney, Wealth Preservation Attorney, Private Client Associate Attorney, Trust and Estates Attorney New York,...Private clientPermanent employmentPrivate practicePlacement yearWork at office
$21.66 per hour
...Job Description Location: Brooklyn, NY, 11208 Start Date: ASAP Helper Rate:... ...dependable and supportive helper to assist a client with limited mobility due to lymphedema... ...assistance. Hiring info: We're looking for private helpers/ caregivers for clients on...Private clientHourly payStart working todayImmediate startNight shiftDay shift- ...in the following ways: Develop and execute business development strategies by leveraging market insights and client feedback to expand BNY's private banking client base. Cultivate and maintain strong client relationships by demonstrating expertise in private banking...Private client
- ...Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a... ...Home or Business lending needs This role is located in New York, NY and will report in the office. In addition to a base salary, this...Private clientTemporary workWork at officeLocal area
$65k - $180k
East West Bank is seeking a Private Banker to build and maintain business relationships with high-value clients. The successful candidate will assess clients' financial situations, open new accounts, and ensure compliance with banking standards. The position requires a...Private client$148.5k - $174.7k
...discover what you excel at—all from Day One. Job Description Private Wealth Management (PWM) Private Banking is responsible for... ...relationships with high income/high net worth private banking clients. Provides advice, counsel, and high level customer service to meet...Private clientTemporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week- ...SUMMARY: The Commercial Private Banker is a relationship-focused role responsible for building and managing a portfolio of commercial, corporate, and commercial real estate (CRE) clients. This role focuses on delivering a full range of banking solutions including commercial...Private clientLocal area
$250k
...The Banker Team Leader SAFE Act manages senior Banker UHNW & HNW professionals. The job... ...The position entails growing the existing client business, along with an acquisition strategy... ...team. In addition to the role of Private Banker, the Team Leader will also have the...Private clientFull timeBank staff- A leading financial services firm in New York is seeking a Private Banker who will be responsible for advising families on managing their wealth... ...and a Bachelor’s Degree. The Private Banker will manage client relationships, generate new assets, and ensure a holistic approach...Private client
$66.36k
...Chase, we have an enthusiasm for helping our clients, taking care of our employees, building... ...their financial needs. As a Private Client Advisor in Chase Wealth Management... ...Employer/Disability/Veterans Base Pay/Salary Queens, NY $66,360.00 - $66,360.00Private client- ...One of Insight Global's large banking clients is seeking a Financial Advisor for a full-time role in Borough Park, NY. The Financial Advisor (FA) role is a three-year program... ...about how we collect, keep, and process your private information, please review Insight Global's...Full time
- ...One of Insight Global's large banking clients is seeking a Financial Advisor Associate for a full-time role in Brooklyn, NY. The Financial Advisor Associate (FAA) role works... ...about how we collect, keep, and process your private information, please review Insight Global's...Full timeTemporary work
$200k - $300k
The Banker SAFE Act is a strategic professional who closely follows latest trends in own... ...contact with them/convert prospects into clients. Demonstrate an in-depth understanding of... ...establish long-term connections to the Citi Private Bank. Effectively manage client...Private clientFull time$190k - $250k
...infrastructure consulting firm, partnering with clients to solve the worldâ??s most complex... ...a Principal Director of Interiors, NY for our NY Metro Buildings+Places practice... ...buildings. Our teams partner with public- and private-sector clients to create innovative,...Private clientFor contractorsWork at officeLocal areaWorldwideRelocation packageFlexible hours$25 - $27.88 per hour
...We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great... ...of America) Hours Per Week: 40 Pay Transparency details US - NY - Brooklyn - 2076 86th St - Bensonhurst (NY5386), US - NY - Brooklyn...Hourly payFull timeWork at officeFlexible hoursShift workWeekend workDay shift- New York, NY, United States Job Information Job Identification 210596775 Job Category Relationship... ..., we are committed to extraordinary client service, taking care of our employees, and... .... As a Market Director within JPMorgan Private Client, you will lead and develop a team...Private clientFull timeWork at office
$70 - $85 per hour
...day, preferably Sunday Available for up to 10-15 hours per week Experience serving high net-worth clients a plus Experience in NY Independent and Private schools HIGHLY desired Benefits : ~ Mileage reimbursement Compensation depends on experience...Hourly payPart timeWork at office10 hours per weekWeekend workAfternoon shiftWeekday work- At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate with our affluent clientele, ensuring they feel valued and delighted by our unparalleled expertise. As a Relationship Manager in JPMorgan Private Client, you will nurture and...Private clientTemporary workWork at officeImmediate start
$140k - $180k
...Tax Manager, Private Client Group New York, NY / Boca Raton, FL / Palm Beach Gardens, FL Title: Tax Manager, Private Client Group Department: Private Client Group Supervises: Supervisors Role Type: Full-time Location: New York, NY, Boca Raton, FL, or Palm...Private clientFull timeLocal area- ...Financial Investment Sales Executive | New York, NY | Hybrid Wealth Management | Investment Sales | Relationship-Driven Growth... ...is designed for someone who understands how to cultivate affluent client relationships, generate new business, and grow long-term financial...
- ...Tax Senior Manager, Private Client Group Role Type: Hybrid (flexible 2 days in office) Location: NYC, NY A well-established accounting and advisory firm is seeking a highly experienced Senior Tax Manager or Director to join its Private Client Group...Private clientWork at officeFlexible hours
- ...Manhattan & Upstate Senior Housekeeper New York, NY (Manhattan & Dutchess County) Candidates must... ...NYC household - not only upstate experience. Our client is seeking a full-time Senior Housekeeper to oversee two private residences: a 4,000 sq. ft. single-floor apartment...Full timeSeasonal workLive out2 days per week
- A leading financial services firm is seeking a Private Client Advisor in New York, NY. The role involves offering comprehensive financial planning and developing strong relationships with clients to deliver personalized investment solutions. Ideal candidates should have...Private clientFull time
$250k - $300k
...Senior Financial Advisory/Client Portfolio Manager Location: New York, NY Salary: $250,000-300,000 We are representing a premier, client... ...Tenure: Minimum of 12 years in wealth advisory, private banking, or client-facing portfolio management....Private clientWork at officeLocal areaShift work- J.P. Morgan Chase seeks a Private Client Advisor in New York, NY to provide comprehensive financial planning and investment solutions for clients. The ideal candidate will have at least 2 years of relevant experience and various financial certifications. Responsibilities...Private client
$160k - $220k
...Tax Senior Manager, Private Client Group New York, NY / Boca Raton, FL / Palm Beach Gardens, FL Title: Tax Senior Manager, Private Client Group Department: Private Client Group Supervises: Tax Managers Role Type: Full-time Location: New York, NY, Boca...Private clientFull time- J.P. Morgan Chase is seeking a Private Client Advisor in New York, NY, responsible for offering comprehensive financial planning and personal investment solutions. The ideal candidate possesses strong relationship management skills and a background in financial services...Private client
- ...Sachs Family Office (GSFO), part of the Private Wealth Management division, is seeking a... ...solutions for ultra-high-net-worth (UHNW) clients and institutional family offices.Key Responsibilities... ...and technology.Location: New York, NY.Apply for this Position #J-18808-Ljbffr...Private clientWork at office
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