National Private Banking Relationship Advisor

JPMorganChase; Los Angeles (CA); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Competitive total rewards package

On-site health centers

Retirement savings plan

Job summary

JPMorganChase is seeking a National Client Banker for its U.S. Private Bank. You will advise families on building, preserving and managing wealth, leveraging investments, planning and banking capabilities.

You will manage a large client book and collaborate with local coverage markets to deliver holistic, goals-based solutions. In this fast-paced role, you will partner with internal specialists and connect clients across all lines of JPMorgan Chase & Co., ensuring risk controls and compliance.

Qualifications

• Six+ years of work experience in Private Banking or Financial Services.
• Bachelor's Degree required.
• Series 7, 66 and Insurance licenses required; unlicensed candidates may apply but must obtain licenses within 90 days of start date.

Responsibilities

• Manage a large book of clients and deliver targeted wealth advice.
• Advise on asset allocation, investment management, wealth planning, credit and banking.
• Partner with internal specialists to provide interdisciplinary expertise.
• Connect clients across all lines of JPMorgan Chase & Co.
• Adhere to risk, control policies and regulatory guidelines.

Skills

Private Banking

Client Relationships

Financial Advisory

Licensing (Series 7/66/Insurance)

Education

Bachelor's Degree

Job description

JPMorganChase is seeking a National Client Banker for its U.S. Private Bank. You will advise families on building, preserving and managing wealth, leveraging investments, planning and banking capabilities.

You will manage a large client book and collaborate with local coverage markets to deliver holistic, goals-based solutions. In this fast-paced role, you will partner with internal specialists and connect clients across all lines of JPMorgan Chase & Co., ensuring risk controls and compliance.