Wealth-Relationship Banker for Affluent Clients

JPMorgan Chase & Co.; Manhattan Beach (CA); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in Manhattan Beach, CA, seeks a Private Client Banker to manage the banking relationship for affluent clients and other customers within the branch.

You will provide education and tailored advice to help clients make the most of their money, while identifying opportunities for growth and referrals. The role emphasizes an advice-based approach, collaboration with specialists, and a commitment to regulatory compliance, with extended branch hours including some evenings and

Qualifications

• Proven ability to build and deepen client relationships.
• Experience acquiring new clients and generating revenue in financial services.
• Strong communication skills and ability to advise clients.

Responsibilities

• Manage banking relationships for affluent clients and other customers in the branch.
• Provide education and advice to meet clients' financial needs.
• Collaborate with Specialists to connect clients to experts for complex needs.
• Promote self-service options to enhance client convenience 24/7.
• Ensure compliance with banking policies and regulatory requirements.

Skills

Relationship building

Client acquisition

Communication skills

Financial services

Regulatory compliance

Education

High school diploma

Bachelor's degree

Tools

NMLS system

Job description

JPMorgan Chase & Co. in Manhattan Beach, CA, seeks a Private Client Banker to manage the banking relationship for affluent clients and other customers within the branch.

You will provide education and tailored advice to help clients make the most of their money, while identifying opportunities for growth and referrals. The role emphasizes an advice-based approach, collaboration with specialists, and a commitment to regulatory compliance, with extended branch hours including some evenings and