Affluent Client Relationship Banker

Aumni; California; On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Comprehensive health care coverage

On-site health and wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching and more

Job summary

JPMorgan Chase & Co. in California seeks a Private Client Banker to manage relationships for affluent clients in-branch. You will actively solicit referrals, provide tailored financial guidance, and coordinate with specialists to meet complex needs while promoting convenient self-service options.

Role emphasizes compliance with banking regulations, strong customer service, and a long-term commitment to serving high-net-worth clients in a dynamic branch setting.

Qualifications

• Demonstrated ability to acquire and deepen client relationships.
• Strong communication and service mindset for affluent clients.
• Knowledge of banking products and regulatory requirements.

Responsibilities

• Share the value of Chase Private Client and manage client relationships.
• Acquire new clients through referrals and internal/external networking.
• Coordinate with specialists to connect clients with experts for complex needs.
• Promote self-service options to provide 24/7 access to accounts.
• Adhere to banking policies and regulatory requirements.

Skills

Relationship building

Client acquisition

Communication skills

Financial product knowledge

Regulatory compliance

Education

High school diploma

Tools

NMLS registration

CRM software

Job description

JPMorgan Chase & Co. in California seeks a Private Client Banker to manage relationships for affluent clients in-branch. You will actively solicit referrals, provide tailored financial guidance, and coordinate with specialists to meet complex needs while promoting convenient self-service options.

Role emphasizes compliance with banking regulations, strong customer service, and a long-term commitment to serving high-net-worth clients in a dynamic branch setting.