Private Client Banking Advisor for Affluent Clients

JP Morgan Chase; Santa Monica (CA); On-site; USD 75,000 - 105,000; Full time

Job summary

JPMorgan Chase in Santa Monica is seeking a Private Client Banker to manage affluent client relationships within the Branch Banking team. You will provide proactive guidance, helping clients optimize their financial lives through tailored education and advice.

You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to meet clients' needs, while promoting digital self-service tools and maintaining strict compliance with banking regulations.

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 Dodd Frank/Truth in Lending Act.

Responsibilities

• Manage banking relationships for affluent Chase Private Client customers with an advice-based approach.
• Partner with Specialists to connect customers to experts for specialized financial needs.
• Promote self-service options and 24/7 access for clients.
• Adhere to policies, procedures, and regulatory banking requirements.
• Solicit referrals to acquire new clients and grow balances.

Skills

Relationship building

Client acquisition

Financial services

Communication

Regulatory compliance

Education

High school degree

College degree

Job description

JPMorgan Chase in Santa Monica is seeking a Private Client Banker to manage affluent client relationships within the Branch Banking team. You will provide proactive guidance, helping clients optimize their financial lives through tailored education and advice.

You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to meet clients' needs, while promoting digital self-service tools and maintaining strict compliance with banking regulations.