Affluent Client Advisor | Private Banking

JPMorgan Chase & Co.; San Francisco (CA); On-site; USD 70,000 - 100,000; Full time

Job summary

JPMorgan Chase & Co. is hiring a Private Client Banker in Branch Banking to serve affluent clients and a broader customer base.

You will manage the full banking relationship, deliver advice-based service, and drive growth by soliciting referrals and leveraging internal experts. You will work with specialists to address mortgage, investment, and business needs, while promoting self-service tools and adhering to branch policies and regulatory requirements.

Qualifications

• 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 relationships and revenue generation.
• SIE exam and FINRA Series 6/7 and state registrations required or completed within 180 days of starting.
• Compliance with Dodd-Frank/Truth in Lending Act.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible.
• Manages banking relationships through an advice-based approach for the best products and services.
• Partners with Specialists to connect clients to experts for specialized needs.
• Facilitates self-service options to access accounts 24/7.
• Adheres to policies, procedures, and regulatory requirements.

Skills

Relationship building

New client acquisition

Communication skills

Financial services knowledge

Regulatory compliance

Education

High school diploma

College degree preferred

Job description

JPMorgan Chase & Co. is hiring a Private Client Banker in Branch Banking to serve affluent clients and a broader customer base.

You will manage the full banking relationship, deliver advice-based service, and drive growth by soliciting referrals and leveraging internal experts. You will work with specialists to address mortgage, investment, and business needs, while promoting self-service tools and adhering to branch policies and regulatory requirements.