Elite Private Client Banking Advisor

JPMorgan Chase & Co.; Calabasas (CA); On-site; USD 55,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in the United States is seeking a Private Client Banker in Branch Banking to manage relationships with affluent clients and a broader customer base.

You will drive growth by providing education and tailored financial guidance within a proactive, service‑oriented framework. The role emphasizes acquiring new clients through referrals, coordinating with specialists, and guiding clients through a full suite of banking products.

Qualifications

• Excellent communication skills necessary to engage clients and colleagues.
• Ability to build and deepen client relationships through a value‑added approach.
• Experience in acquiring new clients and developing referrals to grow relationships and revenue.
• Strong teamwork orientation and commitment to long‑term career with the firm.
• Understanding of regulatory banking requirements and compliance practices.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages client relationships with an advice-based approach and ensures clients receive suitable products and services.
• Collaborates with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with specialists.
• Helps clients access self-service options for 24/7 banking convenience.
• Adheres to all banking policies, procedures and regulatory requirements.

Skills

Excellent communication skills

Relationship-building

Client acquisition

Team orientation

Regulatory compliance

Education

High school diploma or GED

Bachelor’s degree or military equivalent (preferred)

Job description

JPMorgan Chase & Co. in the United States is seeking a Private Client Banker in Branch Banking to manage relationships with affluent clients and a broader customer base.

You will drive growth by providing education and tailored financial guidance within a proactive, service‑oriented framework. The role emphasizes acquiring new clients through referrals, coordinating with specialists, and guiding clients through a full suite of banking products.