Wealth-Driven Private Client Advisor

JPMorgan Chase & Co.; Fremont (CA); On-site; USD 70,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in Fremont, California seeks a Private Client Banker. This role focuses on managing affluent client relationships, providing tailored financial advice to help clients maximize their resources. You'll be the primary contact and will collaborate with specialists to ensure comprehensive service.

The ideal candidate has a relationship-oriented approach with at least one year of financial services experience. A commitment to compliance, excellent communication skills, and flexibility for branch hours are required.

Qualifications

• 1+ year of experience in financial services, with success in client acquisition.
• Compliance with Dodd Frank/Truth in Lending Act requirements.
• Ability to work branch hours, including weekends.

Responsibilities

• Manage banking relationship and ensure clients receive suitable products.
• Connect clients with specialists for specialized financial needs.
• Share self-service options for 24/7 account access.

Skills

Relationship-oriented approach

Client acquisition

Communication skills

Education

High school degree, GED, or foreign equivalent

Job description

JPMorgan Chase & Co. in Fremont, California seeks a Private Client Banker. This role focuses on managing affluent client relationships, providing tailored financial advice to help clients maximize their resources. You'll be the primary contact and will collaborate with specialists to ensure comprehensive service.

The ideal candidate has a relationship-oriented approach with at least one year of financial services experience. A commitment to compliance, excellent communication skills, and flexibility for branch hours are required.