Private Client Advisor – Wealth & Relationship Specialist

JPMorganChase; California (MD); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Health care coverage

On-site health and wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorganChase is seeking a Branch Banking Banker to actively manage client relationships and provide advice-based banking solutions at our Chase branch locations. This role emphasizes delivering the Chase Private Client value and connecting clients with specialists for tailored financial needs.

Candidates should have strong communication skills, a track record in new client acquisition, and the ability to work flexible hours including weekends.

Qualifications

• Demonstrated success with a relationship-oriented approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent experience in financial services with proven new client acquisition and revenue generation.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.
• Adherence to banking policies, procedures and regulatory requirements.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationships with an advice-based approach to recommend best products and services.
• Collaborates with Specialists to connect clients with experts for specialized needs.
• Sets up self-service options to access accounts 24/7.
• Complies with all regulatory and internal policies.

Skills

Excellent communication skills

Team orientation

Relationship-building

Education

High school degree/GED

College degree or military equivalent

Job description

JPMorganChase is seeking a Branch Banking Banker to actively manage client relationships and provide advice-based banking solutions at our Chase branch locations. This role emphasizes delivering the Chase Private Client value and connecting clients with specialists for tailored financial needs.

Candidates should have strong communication skills, a track record in new client acquisition, and the ability to work flexible hours including weekends.