Private Client Banker — Wealth & Relationship Advisor

JPMorgan Chase & Co.; Malibu (CA); On-site; USD 95,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. in Malibu, CA, is hiring a Private Client Banker to manage affluent clients’ banking relationships with an advice-based approach. You will identify growth opportunities, solicit referrals, and coordinate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to meet client needs.

The role emphasizes exceptional communication, regulatory compliance, and a commitment to delivering education and guidance to help clients achieve financial goals.

Qualifications

• Relationship-building and client service excellence.
• Ability to acquire new clients and grow revenue.
• Strong communication and collaboration with specialists.
• Adherence to regulatory and bank policies.
• Willingness to work branch hours including weekends/evenings.

Responsibilities

• Share the value of Chase Private Client to eligible clients.
• Manage client banking relationships with an advice-based approach.
• Partner with Specialists to connect clients to experts.
• Facilitate self-service access to accounts for clients 24/7.
• Adhere to bank policies and regulatory requirements.

Job description

JPMorgan Chase & Co. in Malibu, CA, is hiring a Private Client Banker to manage affluent clients’ banking relationships with an advice-based approach. You will identify growth opportunities, solicit referrals, and coordinate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to meet client needs.

The role emphasizes exceptional communication, regulatory compliance, and a commitment to delivering education and guidance to help clients achieve financial goals.