Affluent Client Banker & Wealth Advisor

JPMorgan Chase & Co.; Diamond Bar (CA); On-site; USD 70,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients with a proactive, advice-based approach.

You will manage the full banking relationship, drive growth, and coordinate with specialists to address complex financial needs. The role requires strong relationship skills, a track record in client acquisition, and compliance with banking regulations.

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 customer relationships and revenue generation.
• Compliance with Dodd Frank/Truth in Lending Act and related regulatory requirements.

Responsibilities

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

Skills

Relationship building

Sales / new client acquisition

Regulatory compliance knowledge

Education

High school diploma or equivalent

College degree or military equivalent

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients with a proactive, advice-based approach.

You will manage the full banking relationship, drive growth, and coordinate with specialists to address complex financial needs. The role requires strong relationship skills, a track record in client acquisition, and compliance with banking regulations.