Wealth Relationship Banker

JPMorgan Chase & Co.; Los Angeles (CA); On-site; USD 65,000 - 95,000; Full time

Job summary

JPMorgan Chase & Co. in Los Angeles seeks a Private Client Banker to manage affluent clients' banking relationships and advise on financial solutions.

You will collaborate with specialists, solicit referrals, and provide education on products while meeting branch hours and regulatory requirements. This role emphasizes a proactive, relationship-driven approach to growing client balances and delivering exceptional service in a dynamic, diverse team.

Qualifications

• Requires SIE, FINRA Series 6/7, and state licenses or must complete within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act.
• Ability to work branch hours, including weekends and some evenings.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible.
• Actively manages their banking relationship through an advice-based approach.
• Partners with Specialists to connect customers to experts for specialized needs.
• Makes lives of clients more convenient by promoting self-service options access 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

Communication skills

Financial services experience

Education

High School Diploma or GED

Job description

JPMorgan Chase & Co. in Los Angeles seeks a Private Client Banker to manage affluent clients' banking relationships and advise on financial solutions.

You will collaborate with specialists, solicit referrals, and provide education on products while meeting branch hours and regulatory requirements. This role emphasizes a proactive, relationship-driven approach to growing client balances and delivering exceptional service in a dynamic, diverse team.