Affluent Client Advisor - Private Banking

JPMorganChase; Diamond Bar (CA); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorganChase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers. You will manage their full banking relationship using an advisory approach, helping clients grow balances and access expert support across the firm.

You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to tailor financial solutions, while ensuring accessibility through self-service options and adherence to

Qualifications

• Demonstrated success using a relationship-oriented approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent experience in financial services with revenue generation.
• Licensing requirements: SIE, FINRA Series 6/7, state registrations within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act.
• Adherence to policies, procedures and regulatory banking requirements.
• Ability to work branch hours, including weekends and some evenings.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationships with an advice-based approach to fit clients' needs.
• Partners with Specialists to connect customers to experts for specialized needs.
• Facilitates self-service access to accounts 24/7 for client convenience.
• Adheres to banking regulations and internal policies.

Skills

Relationship-building

Client acquisition

Communication

Sales focus

Education

High school degree

Job description

JPMorganChase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers. You will manage their full banking relationship using an advisory approach, helping clients grow balances and access expert support across the firm.

You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to tailor financial solutions, while ensuring accessibility through self-service options and adherence to