Private Client Banking Advisor

JPMorgan Chase & Co.; Milpitas (CA); On-site; USD 80,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. in Milpitas, CA, seeks a Private Client Banker in Branch Banking to manage a select group of affluent clients, building lasting relationships and delivering education and advice tailored to their financial needs.

You will coordinate with Specialists to connect clients with experts and expand banking relationships while promoting self-service options for convenient access to accounts 24/7.

Qualifications

• Proven success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• Strong communication skills and ability to build trust with affluent clients.
• Willingness to work as part of a team and collaborate with specialists to meet client needs.

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 to accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

Excellent communication skills

Team orientation

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase & Co. in Milpitas, CA, seeks a Private Client Banker in Branch Banking to manage a select group of affluent clients, building lasting relationships and delivering education and advice tailored to their financial needs.

You will coordinate with Specialists to connect clients with experts and expand banking relationships while promoting self-service options for convenient access to accounts 24/7.