Elite Private Client Banker – La Jolla

JPMorgan Chase & Co.; San Diego (CA); On-site; USD 70,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in San Diego seeks a Private Client Banker to serve affluent clients within the Branch Banking network. You will manage the full banking relationship, offering education and advice tailored to clients’ financial goals and coordinating with specialists for complex needs.

You will cultivate relationships, solicit referrals, and help clients access self-service options while maintaining regulatory compliance and delivering the Chase experience.

Qualifications

• Experience in branch banking with a focus on affluent clients and revenue generation.
• Must meet regulatory requirements (Dodd-Frank, Truth in Lending, NMLS/Safe Act).
• Strong communication and referral networking skills.

Responsibilities

• Manage banking relationships for a select group of Chase Private Client clients.
• Solicit referrals and develop internal/external sources to acquire new clients.
• Coordinate with Specialists to connect clients with experts for tailored financial needs.
• Educate clients on self-service options and maintain compliance with policies.

Skills

Relationship building

New client acquisition

Communication skills

Regulatory compliance

Team collaboration

Flexible hours

Education

High school diploma or GED

College degree

Tools

NMLS registration

SIE/Series 6/7 licensing

Job description

JPMorgan Chase & Co. in San Diego seeks a Private Client Banker to serve affluent clients within the Branch Banking network. You will manage the full banking relationship, offering education and advice tailored to clients’ financial goals and coordinating with specialists for complex needs.

You will cultivate relationships, solicit referrals, and help clients access self-service options while maintaining regulatory compliance and delivering the Chase experience.