Mandarin-Speaking Private Client Banker

Aumni; Los Angeles (CA); On-site; USD 70,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. in Los Angeles is seeking a Private Client Banker to serve a select group of affluent clients in the Branch, managing their banking relationships with education and advice tailored to their financial needs.

You will collaborate with specialists, access self-service options, and ensure compliance with regulatory requirements while delivering exceptional service and growing client balances.

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• 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.
• Starting Oct. 1, 2018, if not registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (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 for specialized financial needs.
• Makes lives of clients more convenient by sharing and setting up self-service options access 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

New client acquisition

Communication skills

Team coordination

Education

High school diploma or equivalent

College degree or military equivalent

Job description

JPMorgan Chase & Co. in Los Angeles is seeking a Private Client Banker to serve a select group of affluent clients in the Branch, managing their banking relationships with education and advice tailored to their financial needs.

You will collaborate with specialists, access self-service options, and ensure compliance with regulatory requirements while delivering exceptional service and growing client balances.