Affluent Client Banker & Relationship Advisor

Next Frontier Capital; Los Angeles (CA); On-site; USD 70,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. seeks a Private Client Banker to manage affluent clients within the branch, delivering tailored financial advice and product solutions. You will cultivate relationships, solicit referrals, and coordinate with specialists to meet client needs.

The role emphasizes a proactive service approach, strong regulatory compliance, and ability to work with a team in a busy branch environment. Applicants should be prepared for variable hours and ongoing licensing requirements.

Qualifications

• Requires successful relationship-building to grow client bases.
• Experience in acquiring and maintaining accounts and revenue.
• Familiarity with banking regulations and licensing requirements.

Responsibilities

• Share Chase Private Client value with eligible clients.
• Manage banking relationships using an advisory approach.
• Partner with specialists to connect clients to experts.
• Facilitate 24/7 self-service access for clients.
• Adhere to policies and regulatory banking requirements.

Skills

Relationship management

New client acquisition

Regulatory compliance

Financial products knowledge

Client referrals

Time management

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase & Co. seeks a Private Client Banker to manage affluent clients within the branch, delivering tailored financial advice and product solutions. You will cultivate relationships, solicit referrals, and coordinate with specialists to meet client needs.

The role emphasizes a proactive service approach, strong regulatory compliance, and ability to work with a team in a busy branch environment. Applicants should be prepared for variable hours and ongoing licensing requirements.