Wealth & Relationship Banker for Private Clients

JPMorgan Chase & Co.; San Jose (CA); On-site; USD 70,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. in California seeks a Private Client Banker to manage affluent client relationships and branch accounts. You will use an advice-based approach to offer suitable products, while collaborating with Private Client Advisors, Mortgage Bankers, and Relationship Managers to meet complex needs.

The role requires flexibility to work weekends and some evenings, with licenses or completion within 180 days. Strong communication and a client-focused mindset are essential for success.

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• 1+ year banking experience with proven ability to acquire and grow clients.
• SIE, Series 6/7 and state licenses required, or completed within 180 days.
• Compliant with Dodd-Frank/Truth in Lending Act.
• High school diploma or equivalent.
• Adherence to policies, procedures, and regulatory banking requirements.
• Ability to work 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 for specialized financial needs.
• Makes lives of clients more convenient by setting up self-service options access 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

New client acquisition

Excellent communication

Team oriented

Education

High school diploma

College degree (preferred)

Job description

JPMorgan Chase & Co. in California seeks a Private Client Banker to manage affluent client relationships and branch accounts. You will use an advice-based approach to offer suitable products, while collaborating with Private Client Advisors, Mortgage Bankers, and Relationship Managers to meet complex needs.

The role requires flexibility to work weekends and some evenings, with licenses or completion within 180 days. Strong communication and a client-focused mindset are essential for success.