Private Client Banker: Elite Relationships & Wealth Growth

Fairygodboss; San Francisco (CA); On-site; USD 85,000 - 130,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and others in the Branch. You will manage full banking relationships, proactively drive growth in client balances, and solicit referrals to expand our client base.

The role emphasizes an advice-based approach, collaboration with specialists, and a commitment to regulatory compliance while delivering Chase's Customer Promise.

Qualifications

• Must demonstrate a relationship-driven approach to growing client relationships.
• Experience in acquiring new clients and generating revenue within financial services.
• If not yet registered, obtain SIE, Series 6/7 and state licenses within 180 days of start date.

Responsibilities

• Shares the value of Chase Private Client to eligible clients.
• Manages client banking relationships with an advice-based approach for optimal products and services.
• Collaborates with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with experts.
• Increases client convenience by promoting self-service options available 24/7.
• Complies with all internal policies and regulatory banking requirements.

Skills

Relationship-building

New client acquisition

Licensing (SIE, Series 6/7)

Regulatory compliance

Communication skills

Team collaboration

Education

High school diploma or GED

Job description

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and others in the Branch. You will manage full banking relationships, proactively drive growth in client balances, and solicit referrals to expand our client base.

The role emphasizes an advice-based approach, collaboration with specialists, and a commitment to regulatory compliance while delivering Chase's Customer Promise.