Private Client Banker: Relationship & Wealth Advisor

JPMorganChase; Los Angeles (CA); On-site; USD 70,000 - 100,000; Full time

Job summary

JPMorganChase in Los Angeles is seeking a Private Client Banker to manage a select group of affluent clients, growing their banking relationships with a proactive, advised approach. You will connect customers to specialists and help them access self-service options for 24/7 account access.

The role requires a track record in client acquisition, strong communication, and the ability to work flexible banking hours.

Qualifications

• Demonstrated 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.
• Registration requirements or completion within 180 days: SIE exam, FINRA Series 6/7, state registration (63/66 if required) and Life licenses.
• Compliance with Dodd Frank/Truth in Lending Act.
• Education: High school degree, GED, or foreign equivalent.
• Ability to work branch hours, including weekends and some evenings.

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

Regulatory compliance

Client service

SIE/FINRA readiness

Education

High School Diploma

Job description

JPMorganChase in Los Angeles is seeking a Private Client Banker to manage a select group of affluent clients, growing their banking relationships with a proactive, advised approach. You will connect customers to specialists and help them access self-service options for 24/7 account access.

The role requires a track record in client acquisition, strong communication, and the ability to work flexible banking hours.