Elite Private Client Banker - Wealth & Relationship Advisor

JP Morgan Chase

San Francisco (CA)

On-site

USD 90,000 - 130,000

Full time

7 days ago

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Job summary

JP Morgan Chase is seeking a Private Client Banker in Branch Banking in San Francisco to serve affluent clients and maintain rich relationships. You will manage a full banking relationship, drive growth, and promote education and tailored advice to help clients make the most of their money.

You will collaborate with specialists to provide access to mortgage, advisory, and private banking services while encouraging self-service options.

Qualifications

Experience applying a value-added, relationship-driven approach to grow client relationships.
1+ year in Branch Banking or similar, with success in new client acquisition and revenue generation.
Must obtain or be already registered: SIE, FINRA Series 6/7, and state licenses (63/66 if required) within 180 days.
Compliance with Dodd-Frank/Truth in Lending Act requirements.
High school diploma or foreign equivalent.

Responsibilities

Serve as the main point of contact for affluent Chase clients and others in the branch.
Manage client relationships proactively to grow balances and leverage product suites.
Collaborate with specialists to connect clients with mortgage, advisory, and business services.
Promote self-service options and ensure adherence to banking policies and regulations.
Support ongoing compliance with regulatory requirements and licensing standards.