Affluent Private Client Advisor

JPMorganChase; Menlo Park (CA); On-site; USD 70,000 - 90,000; Full time

Job summary

JPMorganChase in Menlo Park, CA, is seeking a Private Client Banker to manage affluent clients’ bank relationships in the branch. You will acquire new clients, provide tailored financial education, and collaborate with specialists to meet complex needs.

The role emphasizes a proactive, relationship-driven approach, licensing requirements, and a commitment to regulatory compliance within a branch banking environment. Weekend/evening hours are required as part of operating hours.

Qualifications

• 1+ year banking experience in acquiring and maintaining client relationships.
• SIE exam and FINRA Series 6/7 or must be completed within 180 days.
• Compliance with Dodd-Frank/TILA; NMLS registration requirements.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible
• Manages banking relationships through an advice-based approach, ensuring clients receive best products and services
• Connects customers to Private Client Advisors, Mortgage Bankers and Business Relationship Managers for specialized needs
• Makes lives of clients easier by promoting self-service options for 24/7 access
• Adheres to policies, procedures, and regulatory banking requirements

Skills

Communication skills

Relationship building

Team oriented

Education

High school degree or GED

Foreign degree equivalency

Job description

JPMorganChase in Menlo Park, CA, is seeking a Private Client Banker to manage affluent clients’ bank relationships in the branch. You will acquire new clients, provide tailored financial education, and collaborate with specialists to meet complex needs.

The role emphasizes a proactive, relationship-driven approach, licensing requirements, and a commitment to regulatory compliance within a branch banking environment. Weekend/evening hours are required as part of operating hours.