Private Client Banker | Wealth & Relationship Advisor

Next Frontier Capital; California (MD); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health care

Retirement plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to manage affluent clients’ relationships and grow balances through an advice-based approach. You will collaborate with specialists to connect clients to experts for advanced needs and promote 24/7 self-service access across accounts.

The role requires scheduling flexibility, strong communication, and adherence to regulatory requirements, with a focus on delivering the Chase Private Client experience.

Qualifications

• Relationship-based approach to grow client relationships.
• 1+ year branch banking or financial services with revenue growth.
• Compliance with Dodd-Frank and Truth in Lending Act.
• Availability to work weekends and evenings.

Responsibilities

• Share the value of Chase Private Client with eligible clients.
• Manage banking relationships with advice-based approach.
• Partner with specialists to connect clients to experts.
• Promote self-service options to access accounts.
• Adhere to policies and regulatory requirements.

Skills

Relationship selling

Client acquisition

Financial services

Regulatory compliance

Education

High school diploma or GED

NMLS registration

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to manage affluent clients’ relationships and grow balances through an advice-based approach. You will collaborate with specialists to connect clients to experts for advanced needs and promote 24/7 self-service access across accounts.

The role requires scheduling flexibility, strong communication, and adherence to regulatory requirements, with a focus on delivering the Chase Private Client experience.