Private Client Banking Advisor

JPMorgan Chase & Co.; Torrance (CA); On-site; USD 70,000 - 100,000; Full time

Job summary

JPMorgan Chase & Co. in Torrance seeks a Private Client Banker in Branch Banking to serve a select group of affluent clients and others, managing their complete banking relationship with a proactive, advice-based approach.

You will collaborate with Specialists to connect customers to experts, promote self-service options, and ensure adherence to policies and regulatory requirements while delivering personalized financial guidance.

Qualifications

• Demonstrated success using a relationship-oriented approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent experience in financial services.
• SIE exam, FINRA Series 6/7, state registration (63/66) if required, and Life licenses or must be completed within 180 days.

Responsibilities

• Share the value of Chase Private Client with clients eligible.
• Manage clients' banking relationships with an advice-based approach.
• Partner with Specialists to connect customers to experts for specialized needs.
• Help clients access self-service options 24/7.
• Adhere to banking policies, procedures and regulatory requirements.

Skills

Relationship management

Sales

Communication

Customer service

Prospecting referrals

Education

High school diploma or GED

SIE exam

FINRA Series 6/7

Job description

JPMorgan Chase & Co. in Torrance seeks a Private Client Banker in Branch Banking to serve a select group of affluent clients and others, managing their complete banking relationship with a proactive, advice-based approach.

You will collaborate with Specialists to connect customers to experts, promote self-service options, and ensure adherence to policies and regulatory requirements while delivering personalized financial guidance.