Private Client Banker: Elite Wealth Advisory

Aumni; Los Angeles (CA); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health care coverage

On-site health centers

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

JPMorgan Chase & Co. in Los Angeles is seeking a Private Client Banker to serve a select group of affluent Chase clients and other branch customers, managing their banking relationships with a proactive, education-focused approach.

You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with specialists, while promoting self-service options and ensuring compliance with banking regulations.

Qualifications

• 1+ year in Branch Banking with proven client acquisition and revenue generation
• SIE exam and FINRA licenses required or completed within 180 days
• Compliance with Dodd-Frank/Truth in Lending Act
• High school diploma or equivalent
• Ability to work branch hours including weekends and some evenings

Responsibilities

• Shares the value of Chase Private Client with eligible clients
• Manages client relationships with an advice-based approach to offer the best products
• Partners with Specialists to connect clients to experts for financial needs
• Promotes self-service options to access accounts 24/7
• IAdheres to policies, procedures, and regulatory requirements

Skills

Relationship management

New client acquisition

Sales experience

Communication skills

Team collaboration

Regulatory knowledge

Education

High school diploma or GED

College degree preferred

Tools

NMLS registration

FINRA licensing knowledge

Job description

JPMorgan Chase & Co. in Los Angeles is seeking a Private Client Banker to serve a select group of affluent Chase clients and other branch customers, managing their banking relationships with a proactive, education-focused approach.

You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with specialists, while promoting self-service options and ensuring compliance with banking regulations.