Private Client Banker: Wealth Growth & Advisory

JPMorgan Chase & Co.; San Diego (CA); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers in the branch.

You will manage the full banking relationship with a proactive, education-based approach and work to grow balances through referrals and internal/external sourcing. You will partner with Specialists to connect clients with experts and guide them through our self-service tools, while complying with regulatory requirements and internal policies.

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• Excellent communication skills and ability to build rapport with clients.
• Experience in acquiring new clients and developing revenue from existing relationships.

Responsibilities

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

Skills

Relationship-building

Communication skills

Sales / client acquisition

Team orientation

Education

High school diploma or equivalent

College degree or military equivalent

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers in the branch.

You will manage the full banking relationship with a proactive, education-based approach and work to grow balances through referrals and internal/external sourcing. You will partner with Specialists to connect clients with experts and guide them through our self-service tools, while complying with regulatory requirements and internal policies.