Affluent Client Banker & Wealth Advisor

Testing Site - JPMC; San Francisco (CA); On-site; USD 85,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. in San Francisco seeks a Private Client Banker to manage banking relationships for affluent clients, provide education and advice, and grow client balances through referrals and collaboration with specialists.

You will work with a team to deliver tailored financial solutions, ensure compliance, and support clients with self-service options and convenient access to accounts.

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
• SIE exam and FINRA Series 6/7 or must be completed within 180 days
• Compliance with Dodd Frank/Truth in Lending Act
• High school degree, GED, or foreign equivalent
• Ability to work branch hours, including weekends and some evenings
• Bilingual in English and Cantonese

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible
• Actively manages their banking relationship through an advice-based approach
• Partners with Specialists to connect customers to experts for specialized needs
• Makes lives of clients more convenient by enabling 24/7 self-service access
• Adheres to policies, procedures, and regulatory banking requirements

Skills

Relationship management

New client acquisition

Regulatory compliance

Bilingual English Cantonese

Communication skills

Team orientation

Financial products knowledge

Education

High school diploma

Tools

SIE exam

FINRA Series 6/7

NMLS registration

Job description

JPMorgan Chase & Co. in San Francisco seeks a Private Client Banker to manage banking relationships for affluent clients, provide education and advice, and grow client balances through referrals and collaboration with specialists.

You will work with a team to deliver tailored financial solutions, ensure compliance, and support clients with self-service options and convenient access to accounts.