Private Client Banker: Wealth & Relationship Advisor

JPMorganChase; Manhattan Beach (CA); On-site; USD 65,000 - 95,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to be the primary contact for affluent clients and other customers. You will manage full banking relationships with a proactive, growth-focused approach and collaborate with specialists to meet a wide range of financial needs.

The role requires advising clients, soliciting referrals, and maintaining strong relationships while complying with regulatory requirements. Weekend/evening hours may be required.

Qualifications

• 1+ year in Branch Banking Banker or equivalent in financial services with proven client growth.
• SIE exam, FINRA Series 6/7 and state licenses required or must be completed within 180 days of start.
• Compliance with Dodd-Frank/TILA requirements.
• Adherence to policies, procedures and regulatory banking requirements.
• Ability to work branch hours, including weekends and some evenings.

Responsibilities

• Share the value of Chase Private Client with eligible clients.
• Manage client relationships with an advice-based approach to meet needs.
• Partner with Private Client Advisors, Mortgage Bankers and Business Relationship Managers for specialized needs.
• Provide 24/7 access by guiding clients to self-service options.
• Adhere to all banking regulations and internal policies.

Skills

Relationship selling

New client acquisition

Financial services

Regulatory compliance

Weekend/evening hours

Education

High school degree

Job description

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to be the primary contact for affluent clients and other customers. You will manage full banking relationships with a proactive, growth-focused approach and collaborate with specialists to meet a wide range of financial needs.

The role requires advising clients, soliciting referrals, and maintaining strong relationships while complying with regulatory requirements. Weekend/evening hours may be required.