Wealth Relationship Banker – Private Client

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

Job summary

JPMorgan Chase & Co. in California is seeking a Private Client Banker to manage affluent clients within a Branch Banking team.

You will drive growth by acquiring new clients, deepening relationships, and coordinating with specialists to meet sophisticated financial needs. The role requires compliance with regulatory banking requirements, the SIE/Series 6/7 licensing trajectory, and availability to work branch hours including weekends and some evenings.

Qualifications

• Demonstrated success in acquiring and growing client relationships.
• Experience in getting new clients and maintaining revenue from relationships.
• SIE/FINRA licensing requirements or progress within 180 days of start (as applicable).
• Knowledge of regulatory banking requirements and compliance standards.
• Ability to work with branch hours, including weekends/evenings.

Responsibilities

• Share the value of Chase Private Client with eligible clients.
• Manage banking relationships with an advisory approach to meet client needs.
• Collaborate with Specialists to connect clients to experts for complex needs.
• Facilitate convenient access to accounts with self-service options 24/7.
• Adhere to internal policies and regulatory banking requirements.

Skills

Relationship selling

New client acquisition

FINRA licensing

Compliance knowledge

Banking operations

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase & Co. in California is seeking a Private Client Banker to manage affluent clients within a Branch Banking team.

You will drive growth by acquiring new clients, deepening relationships, and coordinating with specialists to meet sophisticated financial needs. The role requires compliance with regulatory banking requirements, the SIE/Series 6/7 licensing trajectory, and availability to work branch hours including weekends and some evenings.