Wealth Relationship Banker

JPMorgan Chase & Co.; Danville (CA); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. seeks a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers. You will manage relationships with an advice-based approach and partner with specialists to meet sophisticated financial needs.

You will help clients access self-service options and comply with regulatory standards while supporting growth in balances through referrals and trusted guidance.

Qualifications

• Proven success in acquiring and deepening client relationships.
• Experience in financial services with revenue generation.
• Ability to meet regulatory and compliance requirements.

Responsibilities

• Share the value of Chase Private Client with eligible clients.
• Manage banking relationships with an advice-based approach.
• Collaborate with Specialists to connect clients to experts.
• Set up self-service options to access accounts 24/7.
• Adhere to applicable policies and regulatory requirements.

Skills

Relationship-building

New client acquisition

Communication skills

Sales/revenue generation

Regulatory compliance

Education

High school degree or equivalent

Job description

JPMorgan Chase & Co. seeks a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers. You will manage relationships with an advice-based approach and partner with specialists to meet sophisticated financial needs.

You will help clients access self-service options and comply with regulatory standards while supporting growth in balances through referrals and trusted guidance.