Private Client Banking Advisor — Wealth & Relationships

JPMorganChase; San Francisco (CA); On-site; USD 85,000 - 120,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to manage affluent clients’ banking relationships and generate growth through referrals and sourcing channels.

You will work with specialists to address complex financial needs while guiding clients to self-service options and maintaining strict regulatory compliance. Weekend/evening hours are required, with a focus on long-term client relationships.

Qualifications

• Demonstrated success using a relationship-based approach to grow client relationships.
• 1+ year of Branch Banking Banker or equivalent experience with revenue generation.
• SIE exam, FINRA Series 6/7, and state licenses or must complete within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.
• High school diploma or equivalent.
• Adherence to banking policies, procedures and regulatory requirements.
• Ability to work branch hours, including weekends and some evenings.

Responsibilities

• Advocate the Chase Private Client value to eligible clients.
• Manage client relationships with an advice-based approach for best-fit products.
• Partner with Specialists to connect clients with experts for complex needs.
• Increase client convenience by guiding self-service access 24/7.
• Ensure compliance with all policies, procedures and regulatory rules.

Skills

Relationship building

Client acquisition

Regulatory compliance

Communication

Education

High school diploma

Job description

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to manage affluent clients’ banking relationships and generate growth through referrals and sourcing channels.

You will work with specialists to address complex financial needs while guiding clients to self-service options and maintaining strict regulatory compliance. Weekend/evening hours are required, with a focus on long-term client relationships.