Elite Private Client Banking Advisor

Aumni; Manhattan Beach (CA); In loco; USD 60.000 - 90.000; Tempo pieno

Descrizione del lavoro

JPMorgan Chase & Co. is seeking a Private Client Banker to manage affluent clients' banking relationships in the branch. You will provide education and advice tailored to their financial needs and help grow balances by proactive referrals.

The role requires compliance with regulatory requirements and a flexible schedule including weekends and some evenings, with collaboration across Specialists to meet client goals.

Competenze

• Demonstrated success in acquiring and deepening client relationships.
• Experience in financial services with revenue generation.
• Strong communication and interpersonal skills.
• Knowledge of regulatory banking requirements and consumer protections.
• Ability to work flexible branch hours, including weekends/evenings.

Mansioni

• Actively manages client banking relationships using an advisory approach.
• Collaborates with Specialists to connect clients with experts for complex needs.
• Promotes self-service options to enhance client convenience 24/7 access.
• Adheres to bank policies, procedures, and regulatory requirements.

Conoscenze

Relationship building

Client acquisition

Communication

Regulatory compliance

Financial services

Formazione

High school diploma

College degree or military equivalent

Descrizione del lavoro

JPMorgan Chase & Co. is seeking a Private Client Banker to manage affluent clients' banking relationships in the branch. You will provide education and advice tailored to their financial needs and help grow balances by proactive referrals.

The role requires compliance with regulatory requirements and a flexible schedule including weekends and some evenings, with collaboration across Specialists to meet client goals.