Private Client Advisor – Wealth Growth

JP Morgan Chase; San Diego (CA); On-site; USD 70,000 - 100,000; Full time

Job summary

JPMorgan Chase in San Diego seeks a Private Client Banker to serve affluent clients and other customers in the branch, managing their complete banking relationship with a proactive, education-driven approach.

You will collaborate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with experts, while guiding them to self-service options and maintaining compliance with banking regulations.

Qualifications

• 1+ year Branch Banking Banker or equivalent experience in financial services
• SIE exam, FINRA Series 6/7, state registrations (63/66 if required) and Life licenses or must complete within 180 days
• Compliance with Dodd Frank/Truth in Lending Act
• NMLS registration under the SAFE Act
• Ability to work branch hours, including weekends and some evenings

Responsibilities

• Share the value of Chase Private Client with eligible clients
• Actively manages banking relationships with an advice-based approach
• Partner with Specialists to connect clients to experts
• Promote self-service options to access accounts 24/7
• Adhere to policies, procedures, and regulatory banking requirements

Skills

Relationship building

Client acquisition

Communication skills

Regulatory compliance

Education

High school degree or GED

College degree or military equivalent

Job description

JPMorgan Chase in San Diego seeks a Private Client Banker to serve affluent clients and other customers in the branch, managing their complete banking relationship with a proactive, education-driven approach.

You will collaborate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with experts, while guiding them to self-service options and maintaining compliance with banking regulations.