Private Client Banker: Wealth Advisory & Affluent Relationships

JPMorgan Chase & Co.; California (MD); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Banker in Branch Banking to manage affluent client relationships and drive growth with an advice-based, service-driven approach.

You will collaborate with Private Client Advisors and Mortgage Bankers to offer tailored financial solutions, while guiding clients through self-service options and adhering to regulatory requirements. This role emphasizes trust, education and a proactive client service mindset.

Qualifications

• Proven track record using a relationship-based approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent experience in financial services with success in new client acquisition and revenue generation.
• SIE exam and FINRA Series 6/7 plus state registration (63/66 if required) or must be completed within 180 days of starting.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.
• High school diploma or GED or foreign equivalent.
• Ability to work branch hours, including weekends and some evenings.

Responsibilities

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

Skills

Relationship building

New client acquisition

Excellent communication

Compliance knowledge

Team collaboration

Education

High school diploma or GED

Job description

JPMorgan Chase & Co. in the United States seeks a Private Client Banker in Branch Banking to manage affluent client relationships and drive growth with an advice-based, service-driven approach.

You will collaborate with Private Client Advisors and Mortgage Bankers to offer tailored financial solutions, while guiding clients through self-service options and adhering to regulatory requirements. This role emphasizes trust, education and a proactive client service mindset.