Wealth Relationship Banker

Aumni; Millbrae (CA); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers. You will manage the full banking relationship, using an advice-based approach to grow balances and revenue.

Work closely with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with specialists and provide tailored financial guidance. Strong communication and regulatory adherence are essential.

Qualifications

• Demonstrated success growing client relationships and revenue.
• Ability to acquire new clients and manage banking relationships.
• Familiarity with banking regulations and compliance requirements.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages client banking relationships with an advice-based approach.
• Partners with specialists to connect clients to experts.
• Promotes self-service options for account access 24/7.
• Adheres to policies, procedures, and regulatory requirements.

Skills

Relationship building

Client acquisition

Communication

Regulatory knowledge

Education

High school diploma

College degree preferred

Job description

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers. You will manage the full banking relationship, using an advice-based approach to grow balances and revenue.

Work closely with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with specialists and provide tailored financial guidance. Strong communication and regulatory adherence are essential.