Private Client Banker: Wealth Advisory & Relationships

JPMorganChase; Manhattan Beach (CA); On-site; USD 70,000 - 100,000; Full time

Job summary

JPMorganChase in Manhattan Beach, CA, is looking for a Private Client Banker to serve a select group of affluent clients. You will manage their banking relationships with proactive, advice-based service and a focus on delivering tailored financial solutions.

In this role you will partner with Specialists to connect clients to mortgage, investment, and business banking experts, cultivate referrals, and ensure compliance with regulatory requirements while offering convenient self-service options.

Qualifications

• 1+ year in branch banking or equivalent experience in financial services.
• SIE exam, FINRA Series 6/7, and state registrations (63/66 if required) or must be completed within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.
• Active NMLS registration on/start date or per SAFE Act requirements.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible.
• Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs.
• Partners with Specialists to connect customers to experts who can help with specialized financial needs.
• Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship-building

Communication skills

Sales/referral

Financial services experience

Education

High school diploma

College degree or military equivalent

Job description

JPMorganChase in Manhattan Beach, CA, is looking for a Private Client Banker to serve a select group of affluent clients. You will manage their banking relationships with proactive, advice-based service and a focus on delivering tailored financial solutions.

In this role you will partner with Specialists to connect clients to mortgage, investment, and business banking experts, cultivate referrals, and ensure compliance with regulatory requirements while offering convenient self-service options.