Private Banker jobs in New Brunswick, NJ

Private Banker manages a private banking portfolio of individuals with high-net worth using banking strategies, solutions, and advice that are customized to the client's needs. Develops and maintains client relationships by engaging the resources of other parts of the organization to provide meaningful and personalized service. Being a Private Banker acts as an advisor, providing financial research and information. Achieves deposit and loan volume goals, approves loans, and sells additional fee-based services. Additionally, Private Banker typically requires a bachelor's degree. Typically reports to a manager. The Private Banker occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. To be a Private Banker typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)

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Private Client Banker - Sayreville - Parlin NJ
  • JPMC Candidate Experience page
  • Parlin, NJ FULL_TIME
  • You have an obsession 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’ll 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. You’ve successfully collaborated with colleagues and worked as part of a team to achieve business results.  

    As a Private Client Banker, 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’ll manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You’ll help acquire new clients by actively soliciting referrals and developing internal and external sources. 

    Job Responsibilities
    • Share the value of Chase Private Client with clients that may be eligible
    • Actively manage their banking relationship through an advice-based approach, ensuring each client receives the best products, services for their needs
    • Partner with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers), to connect customers to experts who can help them with specialized financial needs
    • Make 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
    • Adhere 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
    • Minimum of one year Branch Banking Banker, or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating and maintaining customer relationship, 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 required 
    • 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 strongly preferred
    • Experience cultivating relationships with affluent clients is strongly preferred
    • 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:  http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default  

  • 1 Month Ago

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Private Client Banker - Sayreville - Parlin NJ
  • JPMorgan Chase
  • Parlin, NJ FULL_TIME
  • You have an obsession 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 havin...
  • 1 Month Ago

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Private Client Banker - Old Bridge-Old Bridge NJ
  • JPMC Candidate Experience page
  • Old Bridge, NJ FULL_TIME
  • You have an obsession 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 havin...
  • 4 Days Ago

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Private Client Banker - North Brunswick Aaron Rd - North Brunswick NJ NJ
  • JPMC Candidate Experience page
  • North Brunswick, NJ FULL_TIME
  • You have an obsession 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 havin...
  • 1 Month Ago

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Registered Nurse (RN)
  • KYYBA INDIA PRIVATE LIMITED
  • Parlin, NJ TEMPORARY,OTHER,FULL_TIME,CONTRACTOR
  • Overview:We are seeking a dedicated and compassionate Registered Nurse to join our healthcare team. As a Registered Nurse, you will play a vital role in providing high-quality patient care and ensurin...
  • 19 Days Ago

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Administrative Assistant
  • Incubation Systems Private Limited
  • Piscataway, NJ CONTRACTOR
  • Job Title: Administrative AssistantLocation: Piscataway, NJ 08854Duration: 03 Months Contract/ Can be ExtendedWork Hours: Monday to Friday 8AM - 4:30PMResponsibilities:As an Administrative Assistant, ...
  • 23 Days Ago

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0 Private Banker jobs found in New Brunswick, NJ area

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Private Banking Officer
  • Valley Bank
  • New York, NY
  • Job Overview The Private Banker will be responsible for developing, managing, and retaining full-service relationships w...
  • 4/17/2024 12:00:00 AM

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Summer 2025 Investment Banking Internship
  • Cantor Fitzgerald
  • New York, NY
  • Job Title: Summer 2025 Investment Banking Internship Location: New York, NY, In office Firm Overview: Cantor Fitzgerald ...
  • 4/17/2024 12:00:00 AM

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Investment Banking Associate | Financial Institutions Group
  • Jefferies
  • New York, NY
  • GROUP DESCRIPTION: Jefferies Financial Institutions Group (“FIG”) offers a full range of investment banking services to ...
  • 4/17/2024 12:00:00 AM

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Investment Banker - Consumer Products & Retail
  • UBS
  • New York, NY
  • **Investment Banker - Consumer Products & Retail** United States - New York Investment Banking Investment Bank Job Refer...
  • 4/17/2024 12:00:00 AM

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Technology Investment Banking Associate
  • Digital Capital Advisors
  • New York, NY
  • Digital Capital Advisors is a global investment bank dedicated to the Digital Media and Technology sector, seeking an an...
  • 4/16/2024 12:00:00 AM

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Investment Banking Associate | Private Capital Advisory
  • Jefferies
  • New York, NY
  • Jefferies Private Capital Advisory is one of the pre-eminent advisors to financial sponsors and institutional limited pa...
  • 4/16/2024 12:00:00 AM

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Investment Banking Analyst - Consumer Products & Retail
  • UBS
  • New York, NY
  • **Investment Banking Analyst - Consumer Products & Retail** United States - New York Investment Banking Investment Bank ...
  • 4/16/2024 12:00:00 AM

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Investment Banking Associate - Consumer Products & Retail
  • UBS
  • New York, NY
  • **Investment Banking Associate - Consumer Products & Retail** United States - New York Investment Banking Investment Ban...
  • 4/16/2024 12:00:00 AM

According to the United States Census Bureau, the city had a total area of 5.789 square miles (14.995 km2), including 5.227 square miles (13.539 km2) of land and 0.562 square miles (1.456 km2) of water (9.71%). New Brunswick is in Raritan Valley (a line of cities in central New Jersey). New Brunswick is on the south side of Raritan Valley along with Piscataway Township, Highland Park, Edison Township, and Franklin Township (Somerset County). New Brunswick lies southwest of Newark and New York City and northeast of Trenton and Philadelphia. New Brunswick is bordered by Piscataway, Highland Park...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banker jobs
$82,507 to $121,292
New Brunswick, New Jersey area prices
were up 1.5% from a year ago

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