Private Client Banker & Wealth Relationships Advisor

JP Morgan Chase; San Francisco (CA); On-site; USD 65,000 - 100,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Banker to serve a select group of affluent clients within a Branch setting. You will manage the full banking relationship, promote Private Client services, and drive growth through referrals and internal/external networks.

The role emphasizes an advice-based approach, coordinating with specialists to meet client needs and offering convenient self-service access, while complying with banking regulations and internal policies.

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition and revenue generation.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible.
• Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs.
• Partners with Specialists to connect customers to experts for specialized financial needs.
• Makes lives of clients more convenient by sharing and setting up self-service options to access accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

Client acquisition

Regulatory compliance

Licensing knowledge

Banking experience

Communication

Education

High school diploma or equivalent

Job description

JPMorgan Chase is seeking a Private Client Banker to serve a select group of affluent clients within a Branch setting. You will manage the full banking relationship, promote Private Client services, and drive growth through referrals and internal/external networks.

The role emphasizes an advice-based approach, coordinating with specialists to meet client needs and offering convenient self-service access, while complying with banking regulations and internal policies.