National Private Banking Relationship Advisor

JPMorgan Chase & Co.; Los Angeles (CA); On-site; USD 110,000 - 160,000; Full time

Job summary

J.P. Morgan Chase & Co. in Los Angeles seeks a National Client Banker to advise families on building, preserving and managing their wealth, partnering with local coverage markets to deliver comprehensive financial solutions.

The role focuses on managing a large client base, providing tailored asset allocation, investment management, wealth planning, credit and banking advice, and collaborating with internal specialists to meet clients’ goals.

Qualifications

• Six+ years of work experience in Private Banking or Financial Services.

Responsibilities

• Manage and maintain relationships with a large number of clients, earning trust 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 JPMorgan 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 through 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.

Education

Bachelor’s Degree

Job description

J.P. Morgan Chase & Co. in Los Angeles seeks a National Client Banker to advise families on building, preserving and managing their wealth, partnering with local coverage markets to deliver comprehensive financial solutions.

The role focuses on managing a large client base, providing tailored asset allocation, investment management, wealth planning, credit and banking advice, and collaborating with internal specialists to meet clients’ goals.