Private Client Banker: Wealth & Relationship Builder

Fairygodboss; Manhattan Beach (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorganChase in the United States is seeking a Private Client Banker to serve a select group of affluent clients in Branch Banking. You will manage the clients' banking relationship with an advisory approach, ensuring they receive the best products and services for their needs.

You will collaborate with Specialists to connect clients to experts for specialized financial needs, and you will promote self-service options to access accounts 24/7 while complying with bank policies and regulatory

Qualifications

• Relationship-focused approach for acquiring and growing client relationships.
• 1+ year Branch Banking experience with revenue generation.
• SIE exam, FINRA Series 6/7, and state registration within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.
• HS degree or equivalent.

Responsibilities

• Promote Chase Private Client value and deepen client relationships.
• Manage client banking relationships with an advisory approach to offer best products.
• Partner with Specialists to connect clients with experts for specialized needs.
• Educate clients with self-service options for 24/7 access.
• Ensure compliance with policies and regulatory requirements.

Skills

Relationship-based sales

Banking experience

Licensing readiness

Compliance knowledge

Education: HS

Education

High school diploma or equivalent

Job description

JPMorganChase in the United States is seeking a Private Client Banker to serve a select group of affluent clients in Branch Banking. You will manage the clients' banking relationship with an advisory approach, ensuring they receive the best products and services for their needs.

You will collaborate with Specialists to connect clients to experts for specialized financial needs, and you will promote self-service options to access accounts 24/7 while complying with bank policies and regulatory