Wealth Relationship Advisor - Private Client

Testing Site - JPMC; Westminster (CA); Presencial; USD 65.000 - 100.000; Jornada completa

Descripción de la vacante

JPMorgan Chase is seeking a Private Client Banker in the Branch Banking team to manage the full banking relationship for affluent clients. You will engage in proactive advisory service, drive referral-based growth, and work with Specialists to meet clients' complex financial needs.

Responsibilities include presenting Chase Private Client value, promoting self-service access, and maintaining strict adherence to regulatory requirements and internal policies. Weekend/evening hours may apply.

Formación

• Proven ability to acquire and deepen client relationships.
• Experience driving revenue growth through proactive outreach.
• Understanding of regulatory banking requirements and compliance.

Responsabilidades

• Manage banking relationships for select clients with an advisory approach.
• Collaborate with specialists to connect clients to experts.
• Promote self-service options to enhance client convenience 24/7.
• Ensure adherence to policies, procedures, and regulatory requirements.

Conocimientos

Relationship building

New client acquisition

Regulatory compliance

Excellent communication

Educación

High school degree

College degree

Descripción del empleo

JPMorgan Chase is seeking a Private Client Banker in the Branch Banking team to manage the full banking relationship for affluent clients. You will engage in proactive advisory service, drive referral-based growth, and work with Specialists to meet clients' complex financial needs.

Responsibilities include presenting Chase Private Client value, promoting self-service access, and maintaining strict adherence to regulatory requirements and internal policies. Weekend/evening hours may apply.