Private Client Relationship Advisor

JP Morgan Chase; San Diego (CA); On-site; USD 60,000 - 100,000; Full time

Job summary

JPMorgan Chase in San Diego is seeking a Private Client Banker to serve affluent clients and manage a complete banking relationship, providing education and advice tailored to financial needs. The role emphasizes referrals, cross-selling, and delivering a high-touch client experience.

The position requires building lasting relationships, adherence to regulatory requirements, and availability to work branch hours including weekends and some evenings.

Qualifications

• High school diploma or GED required.
• SIE exam, FINRA Series 6/7 and state licenses required or must be completed within 180 days of starting.
• Compliance with Dodd-Frank/Truth in Lending Act guidance.

Responsibilities

• Act as the main contact for Chase Private Client clients.
• Manage client relationships with an advisory approach and ensure clients receive appropriate products and services.
• Collaborate with Specialists (Private Client Advisors, Mortgage Bankers, Business Relationship Managers) to connect clients with experts.
• Help clients access self-service options and banking tools 24/7 for convenience.
• Adhere to banking policies, procedures, and regulatory requirements.

Skills

Relationship-based selling

New client acquisition

Account management

Regulatory compliance

Excellent communication

Education

High School Diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase in San Diego is seeking a Private Client Banker to serve affluent clients and manage a complete banking relationship, providing education and advice tailored to financial needs. The role emphasizes referrals, cross-selling, and delivering a high-touch client experience.

The position requires building lasting relationships, adherence to regulatory requirements, and availability to work branch hours including weekends and some evenings.