Private Client Banker: Wealth Advisor & Relationship Lead

JPMorganChase; Milpitas (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorganChase is seeking a Private Client Banker in Branch Banking to manage the banking relationship for affluent clients and a broader client base. You will drive growth by offering tailored education and advice, and by soliciting referrals.

You will collaborate with Private Client Advisors, Mortgage Bankers, and Relationship Managers to connect clients with specialists, while ensuring compliance and promoting self-service options for convenient access to accounts.

Qualifications

• Proven success acquiring and deepening client relationships.
• 1+ year Branch Banking Banker or equivalent experience in financial services.
• SIE exam and FINRA licenses or ability to obtain within 180 days of start date.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationships with an advice-based approach to optimize products and services.
• Partners with Specialists to connect clients to experts for specialized needs.
• Facilitates self-service access for clients 24/7 convenience.
• Adheres to banking policies, procedures, and regulatory requirements.

Skills

Relationship building

New client acquisition

Regulatory compliance

Education

High school diploma

Job description

JPMorganChase is seeking a Private Client Banker in Branch Banking to manage the banking relationship for affluent clients and a broader client base. You will drive growth by offering tailored education and advice, and by soliciting referrals.

You will collaborate with Private Client Advisors, Mortgage Bankers, and Relationship Managers to connect clients with specialists, while ensuring compliance and promoting self-service options for convenient access to accounts.