Private Client Banking Advisor

JPMorgan Chase & Co.; San Diego (CA); On-site; USD 75,000 - 105,000; Full time

Job summary

JPMorgan Chase & Co. in San Diego seeks a Private Client Banker to serve affluent clients and other customers in the Branch. You will manage complete banking relationships using an advice-based approach and promote access to self-service options 24/7, working with specialists to address specialized financial needs.

The role emphasizes relationship building, client acquisition, and adherence to banking regulations, with hours including weekends and some evenings as needed.

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 banking regulations and licensing requirements.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Actively manages banking relationships with an advice-based approach to match products and services to client needs.
• Partners with Specialists to connect clients to experts for specialized financial needs.
• Makes client lives easier by promoting self-service options access 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship management

New client acquisition

Communication

Regulatory compliance knowledge

Team collaboration

Education

High school diploma or GED

Tools

NMLS registration

FINRA Series 6/7 (preferred)

Job description

JPMorgan Chase & Co. in San Diego seeks a Private Client Banker to serve affluent clients and other customers in the Branch. You will manage complete banking relationships using an advice-based approach and promote access to self-service options 24/7, working with specialists to address specialized financial needs.

The role emphasizes relationship building, client acquisition, and adherence to banking regulations, with hours including weekends and some evenings as needed.