Wealth Client Advisor — Private Banking & Relationships

JPMorgan Chase & Co.; San Diego (CA); On-site; USD 60,000 - 85,000; Full time

Job summary

JPMorgan Chase & Co. in San Diego, CA is seeking a Private Client Banker to serve a select group of affluent clients, managing their full banking relationship with an advice-based approach and connecting them to specialists for tailored financial solutions.

You will grow client balances by referrals, provide education and account access, and work within regulatory guidelines, including licensing and compliance requirements; weekend hours may be required.

Qualifications

• Proven success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition.
• Compliance with Dodd Frank/Truth in Lending Act.
• High school degree, GED, or foreign equivalent.
• 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 for specialized financial needs.
• Makes lives of clients more convenient by sharing and setting up self-service options to access accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship-building

Sales experience

Financial services

Education

High school diploma or GED

Job description

JPMorgan Chase & Co. in San Diego, CA is seeking a Private Client Banker to serve a select group of affluent clients, managing their full banking relationship with an advice-based approach and connecting them to specialists for tailored financial solutions.

You will grow client balances by referrals, provide education and account access, and work within regulatory guidelines, including licensing and compliance requirements; weekend hours may be required.