Private Client Banker: Wealth Advisory & Relationships

Aumni; Cameron Park (CA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health coverage

Wellness centers on-site

Retirement plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase in California seeks a Private Client Banker to act as the main contact for affluent clients in a branch setting, managing their banking relationships with an advice-based approach.

You will collaborate with Private Client Advisors and other specialists to meet financial needs, promote 24/7 self-service access, and ensure strict regulatory compliance while delivering excellent service.

Qualifications

• Strong communication and interpersonal skills.
• Minimum 1+ year in branch banking or equivalent experience.
• Required: SIE exam, FINRA Series 6/7 and state licenses within 180 days.
• Adherence to banking regulations and policies.

Responsibilities

• Serve as the main contact for Chase Private Client clients and other customers in the Branch.
• Proactively manage client relationships and grow balances with an advice-based approach.
• Collaborate with Specialists to connect clients to experts for specialized needs.
• Promote self-service options to access accounts 24/7.
• Ensure compliance with policies, procedures and regulatory requirements.

Skills

Relationship building

New client acquisition

Sales & advisory

Compliance awareness

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase in California seeks a Private Client Banker to act as the main contact for affluent clients in a branch setting, managing their banking relationships with an advice-based approach.

You will collaborate with Private Client Advisors and other specialists to meet financial needs, promote 24/7 self-service access, and ensure strict regulatory compliance while delivering excellent service.