Private Client Banking Advisor - Affluent Relationships

Testing Site - JPMC; Carlsbad (CA); On-site; USD 70,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. in California seeks a Private Client Banker to serve a select group of affluent clients and a broader branch client base.

You will manage the full banking relationship, applying an advice-based approach to deliver tailored financial solutions and education to help clients grow and protect their money. You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers, enabling seamless access to experts while promoting convenient,

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.
• SIE exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses required or must be completed within 180 days of starting.
• Compliance with Dodd Frank/Truth in Lending Act.
• High school degree, GED, or foreign equivalent.
• Ability to work branch hours, including weekends and some evenings.

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 (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
• Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
• Adheres to policies, procedures, and regulatory banking requirements

Skills

Relationship building

New client acquisition

Financial services experience

Regulatory compliance

Education

Bachelor's degree or higher

High school diploma or GED

Job description

JPMorgan Chase & Co. in California seeks a Private Client Banker to serve a select group of affluent clients and a broader branch client base.

You will manage the full banking relationship, applying an advice-based approach to deliver tailored financial solutions and education to help clients grow and protect their money. You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers, enabling seamless access to experts while promoting convenient,