Private Client Banker: Wealth Relationship Advisor

Next Frontier Capital; Alpine (CA); On-site; USD 95,000 - 125,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve an affluent client group with proactive relation- ship management and cross-sell of Chase products. You will collaborate with specialists to address complex financial needs and drive growth while maintaining adherence to regulatory requirements.

The role emphasizes education and advice tailored to client goals, with a focus on delivering the Chase Private Client experience in a busy branch environment.

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• High school diploma or GED or foreign equivalent required; licenses may be required within 180 days of start.

Responsibilities

• Shares the value of Chase Private Client with clients eligible for services.
• Manages client banking relationships with an advice-based approach to meet needs.
• Partners with specialists to connect customers to experts for financial needs.
• Promotes self-service options to access accounts around the clock.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

New client acquisition

Communication

Regulatory knowledge

Education

High school diploma or equivalent

SIE/Series 6/7 and Life licenses

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve an affluent client group with proactive relation- ship management and cross-sell of Chase products. You will collaborate with specialists to address complex financial needs and drive growth while maintaining adherence to regulatory requirements.

The role emphasizes education and advice tailored to client goals, with a focus on delivering the Chase Private Client experience in a busy branch environment.