Private Client Banker: Wealth Advisory & Relationship Lead

JPMorgan Chase & Co.; Alpine (CA); On-site; USD 60,000 - 95,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker to serve a select group of affluent clients within a branch, managing their complete banking relationship with a proactive, advice-based approach.

You will work with Specialists to connect clients to experts for specialized needs and promote self-service options to improve convenience and accessibility for clients, while adhering to regulatory requirements.

Qualifications

• Demonstrated success in acquiring and deepening client relationships.
• Ability to manage a banking relationship with a proactive, service-oriented approach.
• Compliance with banking regulations and product knowledge.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages client banking relationships, offering the best products and services.
• Collaborates with Specialists to connect clients with experts for advanced needs.
• Facilitates self-service options for clients’ accounts, 24/7 access.
• Adheres to policies, procedures, and regulatory requirements.

Skills

Relationship building

New client acquisition

Communication skills

Team orientation

Financial services knowledge

Education

High school diploma or GED

College degree

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker to serve a select group of affluent clients within a branch, managing their complete banking relationship with a proactive, advice-based approach.

You will work with Specialists to connect clients to experts for specialized needs and promote self-service options to improve convenience and accessibility for clients, while adhering to regulatory requirements.