Wealth Relationship Banker for Affluent Clients

Fairygodboss; Alpine (CA); On-site; USD 65,000 - 95,000; Full time

Job summary

JPMorgan Chase in the United States seeks a Private Client Banker to manage affluent clients’ relationships in the branch with an advice-based approach. You will coordinate with specialists to meet complex financial needs and improve client access through self-service options around the clock.

The role emphasizes regulatory compliance, ongoing relationship growth, and the ability to work hours including weekends and some evenings to serve clients effectively.

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation.
• SIE exam, FINRA Series 6/7, state registration and Life licenses required or to be completed within 180 days.
• Compliance with Dodd Frank/Truth in Lending Act.
• Adherence to policies, procedures, and regulatory banking requirements.
• 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, ensuring each client receives the best products and services for their needs.
• Partners with Specialists to connect customers to experts who can help them with specialized financial needs.
• Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/7 days a week.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Communication skills

Relationship management

Education

High school diploma or equivalent

College degree or military equivalent

Job description

JPMorgan Chase in the United States seeks a Private Client Banker to manage affluent clients’ relationships in the branch with an advice-based approach. You will coordinate with specialists to meet complex financial needs and improve client access through self-service options around the clock.

The role emphasizes regulatory compliance, ongoing relationship growth, and the ability to work hours including weekends and some evenings to serve clients effectively.