Private Client Banking Advisor

JPMorganChase; Redwood City (CA); On-site; USD 85,000 - 130,000; Full time

Job summary

JPMorgan Chase seeks a Private Client Banker in Branch Banking to serve a select group of Chase's affluent clients and other customers, managing their complete banking relationship with a proactive, advice-based approach.

You will partner with Specialists to connect clients to experts and promote self-service access to accounts 24/7, while ensuring compliance with banking regulations and internal policies.

Qualifications

• Experience in branch banking or financial services with proven client growth.
• Compliance with regulatory banking requirements and licensing expectations.
• Ability to obtain required registrations (e.g., securities licenses) when needed.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationships with an advice-based approach delivering suitable products.
• Partners with Specialists to connect clients to experts for tailored financial needs.
• Increases client convenience by promoting self-service access 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

Client acquisition

Communication skills

Team orientation

Financial services knowledge

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase seeks a Private Client Banker in Branch Banking to serve a select group of Chase's affluent clients and other customers, managing their complete banking relationship with a proactive, advice-based approach.

You will partner with Specialists to connect clients to experts and promote self-service access to accounts 24/7, while ensuring compliance with banking regulations and internal policies.