Wealth Advisor for Private Clients

Aumni; San Jose (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. in California seeks a Private Client Banker to manage a select client group within the Branch, delivering a high‑touch banking relationship and tailored education and advice across the firm’s products.

You will drive growth by referrals and by nurturing trusted connections with affluent clients. The role emphasizes an advice-based approach, collaboration with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers, and helping clients access 24/7

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• Ability to acquire new clients and grow revenue through referrals and external sources.
• Familiarity with regulatory banking requirements and compliant sales practices.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationships using an advice-based approach to provide best-fit products and services.
• Partners with Specialists to connect clients with experts for specialized needs.
• Increases client convenience by promoting self-service options 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

New client acquisition

Advisory approach

Education

High school diploma or equivalent

Job description

JPMorgan Chase & Co. in California seeks a Private Client Banker to manage a select client group within the Branch, delivering a high‑touch banking relationship and tailored education and advice across the firm’s products.

You will drive growth by referrals and by nurturing trusted connections with affluent clients. The role emphasizes an advice-based approach, collaboration with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers, and helping clients access 24/7