Wealth Relationship Advisor - Private Client

JP Morgan Chase; San Jose (CA); On-site; USD 70,000 - 110,000; Full time

Job summary

JPMorgan Chase in the United States is seeking a Private Client Banker in Branch Banking to manage a select group of affluent clients and broaden their relationships with the bank. You will offer tailored financial guidance, promote self-service options, and collaborate with specialists to address complex needs.

The role emphasizes compliance with financial regulations, building trust, and supporting clients through referrals and ongoing service while operating within branch hours including some

Qualifications

• Evidence of successful relationship-based client acquisition.
• SIE/Series 6/7 and Life licenses or achievable within 180 days of start.
• Compliance with banking regulations and Truth in Lending Act requirements.

Responsibilities

• Share the value of Chase Private Client with eligible clients.
• Manage banking relationships with an advice-based approach to grow balances.
• Collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with experts.

Skills

Relationship building

New client acquisition

Communication skills

Team oriented

Education

High school diploma

College degree

Tools

NMLS system

CRM system

Job description

JPMorgan Chase in the United States is seeking a Private Client Banker in Branch Banking to manage a select group of affluent clients and broaden their relationships with the bank. You will offer tailored financial guidance, promote self-service options, and collaborate with specialists to address complex needs.

The role emphasizes compliance with financial regulations, building trust, and supporting clients through referrals and ongoing service while operating within branch hours including some