Private Client Banker: Elite Wealth Advisory

JP Morgan Chase; Santa Rosa (CA); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase in California is seeking a Private Client Banker in Branch Banking to manage the complete banking relationship for affluent clients and other customers. You will proactively grow balances and generate referrals, delivering tailored education and advice while coordinating with specialists.

The role emphasizes a compliant, client-centered approach, working hours including weekends/evenings, and a path toward long-term careers in a leading financial institution.

Qualifications

• Relationship-based approach to acquire and deepen client relationships.
• Experience in acquiring and growing new clients and revenue.
• Knowledge of banking products and services is required.

Responsibilities

• Manage full banking relationship for affluent clients.
• Solicit referrals and develop internal/external sources.
• Provide education and advice tailored to clients' financial needs.
• Ensure compliance with policies and regulatory requirements.

Skills

Relationship-building

New client acquisition

Financial services sales

Education

High school diploma or equivalent

Job description

JPMorgan Chase in California is seeking a Private Client Banker in Branch Banking to manage the complete banking relationship for affluent clients and other customers. You will proactively grow balances and generate referrals, delivering tailored education and advice while coordinating with specialists.

The role emphasizes a compliant, client-centered approach, working hours including weekends/evenings, and a path toward long-term careers in a leading financial institution.