Private Client Banker - Wealth Advisory & Relationship Lead

JPMorganChase; San Francisco (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. You will manage their complete banking relationship, proactively seeking growth and referrals to expand balances across Chase products and services.

The role requires strong relationship-building, adherence to regulatory standards, and flexibility to work extended hours including weekends. You will collaborate with Private Client Advisors and Mortgage/Business teams to tailor

Qualifications

• 1+ year in Branch Banking Banker or equivalent with success in new client acquisition, cultivating and maintaining relationships and revenue generation.
• SIE exam, FINRA Series 6/7, state licenses required or completed within 180 days of starting.
• Compliance with Dodd-Frank/Truth in Lending Act.
• Ability to work branch hours, including weekends and some evenings.
• High school degree or foreign equivalent.

Responsibilities

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

Skills

Relationship management

New client acquisition

Communication skills

Regulatory compliance

Education

High school diploma

College degree preferred

Job description

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients. You will manage their complete banking relationship, proactively seeking growth and referrals to expand balances across Chase products and services.

The role requires strong relationship-building, adherence to regulatory standards, and flexibility to work extended hours including weekends. You will collaborate with Private Client Advisors and Mortgage/Business teams to tailor