Private Client Banker: Wealth Relationships & Advice

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

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker to be the main contact for a select group of Chase's affluent clients and other customers in the Branch.

You will manage their complete banking relationship with an advice-based approach and collaborate with specialists to meet complex financial needs. The role requires handling branch hours, including weekends and some evenings, and complying with Dodd-Frank and lending act requirements.

Qualifications

• Value-added, relationship-focused approach to acquiring and deepening client relationships.
• 1+ year experience in branch banking or equivalent in financial services.
• Compliance with Dodd-Frank and Truth in Lending Act requirements.
• SIE exam, FINRA Series 6/7, and state licenses required or completed within 180 days.
• NMLS registration and SAFE Act compliance.
• Willingness to work weekends/evenings.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible.
• Manages banking relationships through an advice-based approach to deliver the best products and services for client needs.
• Partners with Specialists to connect customers to experts for specialized financial needs.
• Sets up self-service options to access accounts 24/7 for client convenience.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship-building

Banking experience

Licensing (SIE/Series 6/7)

Regulatory compliance

Policy compliance

Flexibility

Communication

Affluent clients

Team orientation

Education

High school degree, GED, or foreign equivalent

College degree or military equivalent

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker to be the main contact for a select group of Chase's affluent clients and other customers in the Branch.

You will manage their complete banking relationship with an advice-based approach and collaborate with specialists to meet complex financial needs. The role requires handling branch hours, including weekends and some evenings, and complying with Dodd-Frank and lending act requirements.