Private Client Banker: Wealth Advisor

JPMorganChase; Greenbrae Boardwalk (CA); On-site; USD 70,000 - 90,000; Full time

Job summary

JPMorganChase in California seeks a Private Client Banker to be the main point of contact for a select group of affluent clients within a Branch. You will manage their complete banking relationship with an advisory approach, helping clients grow balances and providing tailored education and financial guidance.

The role requires adherence to Dodd-Frank, SAFE Act, NMLS requirements, and suitability for banking licenses.

Qualifications

• Proven ability to build and maintain client relationships.
• Strong communication and interpersonal skills for client education and service.
• Ability to solicit referrals and grow client balance through advisory approach.

Responsibilities

• Share Chase Private Client value with eligible clients.
• Manage client banking relationship with an advice-based approach.
• Collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with specialists.
• Facilitate convenient access to accounts through self-service options.
• Adhere to banking regulations and internal policies.

Skills

Relationship-building

Communication skills

Referral generation

Customer focus

Education

High school diploma or equivalent

Job description

JPMorganChase in California seeks a Private Client Banker to be the main point of contact for a select group of affluent clients within a Branch. You will manage their complete banking relationship with an advisory approach, helping clients grow balances and providing tailored education and financial guidance.

The role requires adherence to Dodd-Frank, SAFE Act, NMLS requirements, and suitability for banking licenses.