Wealth Relationship Advisor

JPMorgan Chase & Co.; San Francisco (CA); On-site; USD 70,000 - 100,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to manage a select group of affluent clients and relationships within a Branch.

You will leverage a proactive, education-focused approach to help clients maximize their finances by offering tailored education and advice. You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with specialists, share self-service options, and ensure compliance with banking

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 (including 63 or 66 if required) and Life licenses required or must be completed within 180 days.
• Compliance with Dodd Frank/Truth in Lending Act.
• NMLS registration required (SAFE Act) and ongoing annual renewal.

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 enabling self-service options 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship-building

Excellent communication

Team oriented

Customer service

Education

High school degree

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to manage a select group of affluent clients and relationships within a Branch.

You will leverage a proactive, education-focused approach to help clients maximize their finances by offering tailored education and advice. You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with specialists, share self-service options, and ensure compliance with banking