Private Client Banker - Wealth Guidance for Clients

JPMorganChase; San Diego (CA); On-site; USD 65,000 - 95,000; Full time

Job summary

JPMorganChase in San Diego is seeking a Private Client Banker to manage affluent clients' banking relationships with an advice-based approach and cross-functional collaboration. You will help acquire new clients and deliver tailored financial solutions while promoting convenient 24/7 access to accounts.

The role requires strong communication, a proactive mindset, and experience in wealth-related relationship management, with licensing and regulatory compliance being essential.

Qualifications

• 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
• SIE exam, FINRA Series 6/7, state registrations (63/66 if required) and Life licenses required by Oct 1, 2018 or within 180 days of start
• Compliance with Dodd-Frank/Truth in Lending Act and related requirements
• National Mortgage Licensing System (NMLS) registration and SAFE Act compliance
• Able to work branch hours, including weekends and some evenings

Responsibilities

• Shares the value of Chase Private Client with eligible clients
• Manages banking relationships with an advice-based approach to provide best-fit products
• Partners with Private Client Advisors, Mortgage Bankers and Business Relationship Managers for specialized needs
• Sets up self-service options to access accounts 24/7
• Adheres to policies, procedures, and regulatory banking requirements

Skills

Relationship building

New client acquisition

Communication skills

Team orientation

Education

High school degree or equivalent

College degree or military equivalent

Job description

JPMorganChase in San Diego is seeking a Private Client Banker to manage affluent clients' banking relationships with an advice-based approach and cross-functional collaboration. You will help acquire new clients and deliver tailored financial solutions while promoting convenient 24/7 access to accounts.

The role requires strong communication, a proactive mindset, and experience in wealth-related relationship management, with licensing and regulatory compliance being essential.