Private Client Banker: Elevate Wealth & Relationships

JPMorganChase; Manhattan Beach (CA); On-site; USD 70,000 - 100,000; Full time

Job summary

JPMorganChase is seeking a Private Client Banker in Branch Banking to serve affluent clients and manage their full banking relationship. You will proactively solicit referrals and develop sources to grow client balances, while delivering trusted education and tailored financial advice.

The role emphasizes an advisory approach, collaboration with specialists, and adherence to branch and regulatory requirements, including weekend/evening hours.

Qualifications

• Proven ability to acquire and deepen client relationships.
• SIE exam, FINRA Series 6/7, state registrations and Life licenses required or to be completed within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.
• High school diploma or foreign equivalent.
• Ability to work branch hours, including weekends and some evenings.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages client banking relationships with an advisory approach to fit needs and optimize products and services.
• Partners with Specialists to connect customers to experts for specialized needs.
• Facilitates self-service options for 24/7 access to accounts.
• Adheres to all banking policies, procedures, and regulatory requirements.

Skills

Relationship building

New client acquisition

Regulatory compliance

Communication skills

Availability to branch hours

Education

High school diploma or equivalent

College degree or military equivalent

Job description

JPMorganChase is seeking a Private Client Banker in Branch Banking to serve affluent clients and manage their full banking relationship. You will proactively solicit referrals and develop sources to grow client balances, while delivering trusted education and tailored financial advice.

The role emphasizes an advisory approach, collaboration with specialists, and adherence to branch and regulatory requirements, including weekend/evening hours.