Private Client Banking Advisor

JPMorganChase; San Diego (CA); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorganChase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers. You will manage the full banking relationship, offer education and advice, and generate growth through referrals and internal/external sources.

The role requires a proven ability to acquire and deepen client relationships, a minimum of 1+ year in branch banking, and necessary securities licensing.

Qualifications

• 1+ year Branch Banking Banker or equivalent experience in financial services
• SIE exam/FINRA 6/7 and state licenses required or completed within 180 days
• Compliance with Dodd-Frank/Truth in Lending Act
• High school diploma or equivalent
• Adherence to policies and regulatory requirements
• Ability to work branch hours, including weekends and some evenings

Responsibilities

• Shares the value of Chase Private Client with eligible clients
• Manages client banking relationships with an advice-based approach
• Partners with Specialists to connect clients to experts
• Sets up self-service options for 24/7 access
• Adheres to banking regulations and internal policies

Skills

Relationship building

New client acquisition

Regulatory compliance

Communication skills

Flexibility with hours

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorganChase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers. You will manage the full banking relationship, offer education and advice, and generate growth through referrals and internal/external sources.

The role requires a proven ability to acquire and deepen client relationships, a minimum of 1+ year in branch banking, and necessary securities licensing.