Private Client Relationship Manager

JP Morgan Chase; San Jose (CA); On-site; USD 70,000 - 110,000; Full time

Job summary

JP Morgan Chase in San Jose seeks a Private Client Banker to manage affluent clients and a select customer base inside a Branch Banking team. You will cultivate relationships, proactively grow balances, and coordinate with Specialists to meet complex financial needs.

The role requires a strong commitment to compliance, excellent communication, and the ability to work flexible branch hours, including weekends and some evenings. A path toward professional licenses is specified during onboarding.

Qualifications

• 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 (63 or 66 if required) and Life licenses required by Oct 1, 2018 or within 180 days of starting.
• Compliance with Dodd Frank/Truth in Lending Act
• High school degree, GED, or foreign equivalent
• Adherence to policies, procedures, and regulatory banking requirements
• 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 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

Client acquisition

Communication skills

Team orientation

Education

High school diploma

College degree or military equivalent

Job description

JP Morgan Chase in San Jose seeks a Private Client Banker to manage affluent clients and a select customer base inside a Branch Banking team. You will cultivate relationships, proactively grow balances, and coordinate with Specialists to meet complex financial needs.

The role requires a strong commitment to compliance, excellent communication, and the ability to work flexible branch hours, including weekends and some evenings. A path toward professional licenses is specified during onboarding.