Private Client Banking Advisor

JPMorgan Chase & Co.; Calabasas (CA); On-site; USD 75,000 - 115,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to manage a select group of affluent clients, delivering relationship-based banking and providing tailored education and advice to help clients make the most of their money.

The role emphasizes proactive relationship management, collaboration with specialists, and adherence to regulatory requirements, including licensing and NMLS registration where applicable.

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, cultivating, and maintaining customer relationships and revenue generation.
• Compliance with Dodd Frank/Truth in Lending Act requirements.
• National Mortgage Licensing System (NMLS) registration requirements and related compliance.

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.
• Sets up self-service options to access accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

New client acquisition

Communication

Sales orientation

Education

High school diploma

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to manage a select group of affluent clients, delivering relationship-based banking and providing tailored education and advice to help clients make the most of their money.

The role emphasizes proactive relationship management, collaboration with specialists, and adherence to regulatory requirements, including licensing and NMLS registration where applicable.