Private Client Wealth Advisor

Aumni; San Jose (CA); On-site; USD 85,000 - 115,000; Full time

Job summary

JPMorgan Chase & Co. in San Jose, CA seeks a Private Client Banker to serve as the main contact for a select group of affluent clients and other customers in the Branch.

You will manage their banking relationships across the firm, applying a proactive, advice-based approach to help grow balances and deepen loyalty. The role emphasizes relationship-based sales, referrals, and adherence to regulatory requirements (Dodd-Frank, Truth in Lending, NMLS).

Qualifications

• Experience in acquiring and deepening client relationships in financial services.
• 1+ year of Branch Banking Banker or equivalent with revenue generation.
• SIE exam, FINRA Series 6/7, and applicable state licenses or must complete within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act.
• High school diploma, GED or foreign equivalent.

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

Business development

Communication

Sales / referrals

Regulatory compliance

Time management

Education

High school diploma or GED

Job description

JPMorgan Chase & Co. in San Jose, CA seeks a Private Client Banker to serve as the main contact for a select group of affluent clients and other customers in the Branch.

You will manage their banking relationships across the firm, applying a proactive, advice-based approach to help grow balances and deepen loyalty. The role emphasizes relationship-based sales, referrals, and adherence to regulatory requirements (Dodd-Frank, Truth in Lending, NMLS).