Private Client Banker — Wealth Relationships & Advisory

JPMorganChase; Los Angeles (CA); On-site; USD 60,000 - 100,000; Full time

Job summary

JPMorganChase in Los Angeles is seeking a Private Client Banker to manage affluent clients and a broader customer base within the Branch Banking network. You will cultivate relationships, promote the bank's education and advice, and drive referrals to grow client balances.

The role requires a consumer-first, compliance-minded approach and strong teamwork to connect clients with Private Client Advisors, Mortgage Bankers and Business Relationship Managers.

Qualifications

• 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
• Beginning Oct. 1, 2018, SIE exam, FINRA Series 6/7, state registration (63 or 66 if required) and Life licenses must be completed within 180 days
• Compliance with Dodd Frank/Truth in Lending Act
• High school degree, GED, or foreign equivalent
• Ability to work branch hours, including weekends and some evenings

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 enabling self-service access 24/7
• Adheres to policies, procedures, and regulatory banking requirements

Skills

Relationship management

Communication skills

Sales and revenue generation

Team orientation

Regulatory compliance knowledge

Education

High school diploma or equivalent

College degree or military equivalent

Job description

JPMorganChase in Los Angeles is seeking a Private Client Banker to manage affluent clients and a broader customer base within the Branch Banking network. You will cultivate relationships, promote the bank's education and advice, and drive referrals to grow client balances.

The role requires a consumer-first, compliance-minded approach and strong teamwork to connect clients with Private Client Advisors, Mortgage Bankers and Business Relationship Managers.