Wealth Relationship Banker

Next Frontier Capital; Fremont (CA); On-site; USD 70,000 - 110,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Banker to serve as the main contact for a portfolio of affluent clients within the branch. You will manage their banking relationship with a proactive, education-focused approach to grow balances and referrals.

You will work with Specialists to address complex financial needs and promote self-service options, while complying with all regulatory requirements. The role requires weekend/evening hours and a strong client-centric mindset.

Qualifications

• SIE and FINRA licenses required or must be completed within 180 days of starting.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.
• Must be able to work branch hours, including weekends and some evenings.
• High school degree or GED or foreign equivalent.
• Excellent communication skills.
• College degree or military equivalent is preferred.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages client relationships with an advice-based approach to offer best-fit products and services.
• Partners with specialists to connect clients with experts for specialized needs.
• Facilitates self-service access for clients 24/7.
• Adheres to banking policies, procedures, and regulatory requirements.

Skills

Relationship building

Client acquisition

SIE certification

FINRA Series 6/7

Dodd-Frank compliance

Work hours flexibility

Excellent communication

College degree or military exp

Affluent client experience

Team oriented

Education

High school degree

College degree or military equivalent

Job description

JPMorgan Chase is seeking a Private Client Banker to serve as the main contact for a portfolio of affluent clients within the branch. You will manage their banking relationship with a proactive, education-focused approach to grow balances and referrals.

You will work with Specialists to address complex financial needs and promote self-service options, while complying with all regulatory requirements. The role requires weekend/evening hours and a strong client-centric mindset.