Affluent Client Banking Advisor

Aumni; San Diego (CA); On-site; USD 65,000 - 100,000; Full time

Job summary

JPMorgan Chase in California seeks a Private Client Banker to manage relationships with a select group of affluent clients within a branch. You will drive growth by offering tailored education and advice, and collaborate with specialists to connect clients with expert financial solutions.

The role requires regulatory awareness, licensing where needed, and the ability to work weekends/evenings in a busy branch environment.

Qualifications

• Experience in relationship-based client acquisition and revenue growth.
• 1+ year in Branch Banking or equivalent financial services role.
• Regulatory licensing requirements (SIE, FINRA 6/7) or must obtain within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act.
• High school diploma or GED or foreign equivalent.
• Ability to work branch hours including weekends/evenings.

Responsibilities

• Share Chase Private Client value with eligible clients.
• Manage client relationships with an advice-based approach.
• Coordinate with Private Client Advisors and Mortgage Bankers for referrals.
• Facilitate 24/7 self-service access for clients.
• Adhere to banking policies and regulatory requirements.

Skills

Relationship building

Client acquisition

Regulatory compliance

Financial services experience

SIE/Series 6/7 readiness

Effective communication

Team oriented

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase in California seeks a Private Client Banker to manage relationships with a select group of affluent clients within a branch. You will drive growth by offering tailored education and advice, and collaborate with specialists to connect clients with expert financial solutions.

The role requires regulatory awareness, licensing where needed, and the ability to work weekends/evenings in a busy branch environment.