Elite Private Client Banker – Wealth & Relationship Advisor

JPMorganChase; San Diego (CA); On-site; USD 65,000 - 105,000; Full time

Job summary

JPMorganChase in San Diego is seeking a Private Client Banker in Branch Banking to be the main contact for a selective group of affluent clients and other customers in the branch. You will manage the full banking relationship with a proactive approach to grow balances and enhance client value.

You will actively solicit referrals, collaborate with specialists, and help clients access self-service options that support 24/7 account access, while complying with regulatory requirements and internal

Qualifications

• 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
• SIE exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses required or must be completed within 180 days
• Compliance with Dodd Frank/Truth in Lending Act
• High school degree, GED, or foreign equivalent
• Adherence to policies, procedures, and regulatory banking requirements
• Ability to work branch hours, including weekends and some evenings

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible
• Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
• Partners with Specialists to connect customers to experts who can help them with specialized financial needs
• Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
• Adheres to policies, procedures, and regulatory banking requirements

Skills

Relationship-building

Client acquisition

Communication skills

Team orientation

Regulatory compliance

Weekend/evening availability

Education

High school diploma or GED

College degree

Job description

JPMorganChase in San Diego is seeking a Private Client Banker in Branch Banking to be the main contact for a selective group of affluent clients and other customers in the branch. You will manage the full banking relationship with a proactive approach to grow balances and enhance client value.

You will actively solicit referrals, collaborate with specialists, and help clients access self-service options that support 24/7 account access, while complying with regulatory requirements and internal