Private Client Banker: Relationship-Driven Wealth Advisor

JPMorganChase; Calabasas (CA); On-site; USD 70,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve affluent clients and broader customers by managing comprehensive banking relationships across the firm.

The role focuses on proactive relationship management, referrals, and delivering tailored financial education and advice. The successful candidate will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with experts and extend services that meet

Qualifications

• Proven success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation.
• SIE exam, FINRA Series 6/7, state registration and Life licenses required or to be completed within 180 days of starting.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible.
• Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs.
• Partners with Specialists to connect customers to experts for specialized financial needs.
• Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

New client acquisition

Communication

Regulatory knowledge

Education

High school diploma or GED

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve affluent clients and broader customers by managing comprehensive banking relationships across the firm.

The role focuses on proactive relationship management, referrals, and delivering tailored financial education and advice. The successful candidate will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with experts and extend services that meet