Private Client Banker: Trusted Advisor for Affluent Clients

JPMorganChase; Malibu (CA); On-site; USD 85,000 - 140,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to be the main contact for a select group of affluent clients. You will manage entire banking relationships with a proactive approach to grow balances and acquire new clients through referrals.

The role requires commitment to regulatory compliance and licensing, with collaboration across Specialists to meet clients' financial needs.

Qualifications

• 1+ year Branch Banking Banker or equivalent experience in financial services.
• SIE exam, FINRA Series 6/7 and state registration (63/66 if required) and Life licenses required or must be completed within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act.
• NMLS registration under SAFE Act; mandatory update after starting date.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages client relationships with an advice-based approach to optimize products and services.
• Partners with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with specialists.
• Facilitates self-service access and ensures convenient access to accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Excellent communication skills

Relationship-building

Team orientation

Education

College degree or military equivalent

High school degree, GED, or foreign equivalent

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to be the main contact for a select group of affluent clients. You will manage entire banking relationships with a proactive approach to grow balances and acquire new clients through referrals.

The role requires commitment to regulatory compliance and licensing, with collaboration across Specialists to meet clients' financial needs.