Private Client Banking Advisor

JPMorganChase; Los Angeles (CA); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers.

You will manage their complete banking relationship, proactively growing balances and acquiring new clients through referrals and cross-team collaboration. The role emphasizes an advice-based approach, collaboration with specialists, and providing convenient 24/7 access to accounts.

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 new client acquisition.
• Compliance with Dodd Frank/Truth in Lending Act requirements.
• High school degree, GED, or foreign equivalent.
• Adherence to policies, procedures, and regulatory requirements.
• Ability to work branch hours, including weekends and some evenings.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible.
• Manages banking relationships through an advisory approach to meet client needs.
• Partners with Specialists to connect clients to experts for specialized needs.
• Facilitates access to self-service options for 24/7 account access.

Skills

Relationship-based selling

Client acquisition

Regulatory compliance

Dodd-Frank knowledge

Branch hours flexibility

Education

High school degree / GED

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers.

You will manage their complete banking relationship, proactively growing balances and acquiring new clients through referrals and cross-team collaboration. The role emphasizes an advice-based approach, collaboration with specialists, and providing convenient 24/7 access to accounts.