National Private Banking Advisor

JPMorgan Chase & Co.; Los Angeles (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

JPMorgan Chase & Co. in Los Angeles is seeking a National Client Banker to advise families on wealth, credit, and banking needs within the U.S. Private Bank. You will manage a large client book, deliver holistic planning, and collaborate with internal specialists to extend Private Bank capabilities.

The role emphasizes relationship-building, cross-line collaboration, and adherence to risk and regulatory standards in a fast-paced national coverage environment.

Qualifications

• Six+ years of work experience in Private Banking or Financial Services.
• Bachelor’s Degree required.
• Series 7, 66 and Insurance licenses required; licenses must be obtained within 90 days of start date.

Responsibilities

• Manage and maintain relationships with a large number of clients by earning trust, understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience.
• Generate client referrals and acquire new assets from existing client base.
• Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs.
• Partner with internal specialists to provide interdisciplinary expertise to clients when needed.
• Connect your clients across all lines of business of J.P. Morgan Chase & Co.
• Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach.
• Re-engage with clients though proactive outreach, marketing follow up and CRM data to introduce the Private Bank and refer opportunities to Bankers in local coverage markets.
• Strictly adhere to all risk and control policies, regulatory guidelines and security measures.

Skills

Private Banking experience

Financial services experience

Licenses (Series 7, 66, Insurance)

Education

Bachelor’s Degree

Job description

JPMorgan Chase & Co. in Los Angeles is seeking a National Client Banker to advise families on wealth, credit, and banking needs within the U.S. Private Bank. You will manage a large client book, deliver holistic planning, and collaborate with internal specialists to extend Private Bank capabilities.

The role emphasizes relationship-building, cross-line collaboration, and adherence to risk and regulatory standards in a fast-paced national coverage environment.