Private Client Banker: Relationship & Wealth Advisor

JPMorganChase; Ramona (CA); On-site; USD 85,000 - 105,000; Full time

Job summary

JPMorganChase in California seeks a Private Client Banker to manage affluent clients’ banking relationships with an advisory approach, while proactively generating growth and referrals. You will collaborate with specialists to address complex needs and provide convenient self-service access for clients.

The role requires compliance with banking regulations, weekend/evening hours, and a strong focus on client trust and long-term relationships within JPMorganChase Private Client.

Qualifications

• Demonstrated success using a relationship-oriented approach to acquire and deepen client relationships.
• Experience in branch banking with new client acquisition and revenue generation.
• Familiarity with Dodd-Frank/Truth in Lending Act requirements.
• Ability to work branch hours, including weekends and some evenings.

Responsibilities

• Share Chase Private Client value with eligible clients.
• Manage banking relationships with an advice-based approach.
• Partner with specialists to connect clients to experts for complex needs.
• Facilitate access to self-service options for clients 24/7.
• Adhere to policies, procedures, and regulatory requirements.

Skills

Relationship building

Experience in banking

Regulatory compliance

Flexible hours

Excellent communication

Education

High school diploma or equivalent

College degree or military equivalent

Job description

JPMorganChase in California seeks a Private Client Banker to manage affluent clients’ banking relationships with an advisory approach, while proactively generating growth and referrals. You will collaborate with specialists to address complex needs and provide convenient self-service access for clients.

The role requires compliance with banking regulations, weekend/evening hours, and a strong focus on client trust and long-term relationships within JPMorganChase Private Client.