Private Client Banker — Wealth Advisory Lead

JPMorgan Chase; Calabasas (CA); On-site; USD 70,000 - 100,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers within the branch. You will manage the complete banking relationship using an advice-based approach to grow balances, deepen relationships, and generate referrals.

Collaborating with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers, you will connect clients to specialists while enabling convenient access to accounts, 24 hours a day, 7

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker experience or equivalent in financial services with success in new client acquisition and revenue generation.
• Adherence to regulatory requirements and licensing standards.

Responsibilities

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

Skills

Relationship-building

Client acquisition

Communication skills

Team orientation

Education

High school diploma or equivalent

College degree or military experience (preferred)

Job description

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers within the branch. You will manage the complete banking relationship using an advice-based approach to grow balances, deepen relationships, and generate referrals.

Collaborating with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers, you will connect clients to specialists while enabling convenient access to accounts, 24 hours a day, 7