National Private Wealth Client Banker

JPMorganChase; Los Angeles (CA); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

comprehensive health care coverage

on-site health and wellness centers

retirement savings plan

backup childcare

tuition reimbursement

mental health support

financial coaching

Job summary

JPMorganChase in the U.S. Private Bank seeks a National Client Banker to advise families on building, preserving and managing wealth in partnership with local coverage markets.

You will use investments, financial planning, credit and banking knowledge to advise clients on balance sheets and re-introduce Private Bank capabilities. You will manage a large client book within a national coverage team, supported by an institutional platform with resources and specialists to help clients reach their

Qualifications

• Six plus years of work experience in Private Banking or Financial Services.
• Bachelor's Degree required.
• Series 7, 66 and Insurance licenses required; must obtain licenses 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

Relationship management

Wealth planning

Asset allocation

Cross-functional collaboration

Education

Bachelor's degree

Job description

JPMorganChase in the U.S. Private Bank seeks a National Client Banker to advise families on building, preserving and managing wealth in partnership with local coverage markets.

You will use investments, financial planning, credit and banking knowledge to advise clients on balance sheets and re-introduce Private Bank capabilities. You will manage a large client book within a national coverage team, supported by an institutional platform with resources and specialists to help clients reach their