Private Client Banker — Wealth Advisory & Client Growth

JP Morgan Chase; Benicia (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorganChase in California seeks a Private Client Banker to manage a selective client base, maintaining long-term banking relationships with a proactive, advice-driven approach. You will coordinate with specialists to meet diverse financial needs and promote convenient, self-service access for clients, while upholding regulatory standards.

The role requires strong communication, a track record in wealth-focused client service, and flexibility to work weekends/evenings as needed.

Qualifications

• Proven success in acquiring and deepening client relationships.
• Ability to work within banking regulations and compliance requirements.
• Strong communication and interpersonal skills in client interactions.

Responsibilities

• Serve as main contact for a select group of Chase Private Clients in-branch.
• Manage client banking relationships with an advice-based approach to grow balances.
• Collaborate with Specialists to connect clients to experts for complex needs.
• Provide 24/7 access options and promote self-service tools.
• Adhere to internal policies and regulatory requirements.

Skills

Relationship management

New client acquisition

Excellent communication

Regulatory compliance

Education

High school diploma or GED

College degree (preferred)

Job description

JPMorganChase in California seeks a Private Client Banker to manage a selective client base, maintaining long-term banking relationships with a proactive, advice-driven approach. You will coordinate with specialists to meet diverse financial needs and promote convenient, self-service access for clients, while upholding regulatory standards.

The role requires strong communication, a track record in wealth-focused client service, and flexibility to work weekends/evenings as needed.