Wealth Relationship Banker (Private Client)

JPMorganChase; Los Angeles (CA); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Health insurance

Retirement savings plan

Employee discounts

Job summary

JPMorganChase in Los Angeles seeks a Private Client Banker to manage affluent client relationships with an advice-based approach to grow balances and referrals.

The role requires completing the SIE and FINRA (6/7) licenses within 180 days, plus adherence to banking regulations. Weekend/evening hours may be required. A college degree is preferred; strong communication and relationship skills are essential.

Qualifications

• SIE exam and FINRA licenses required or must be obtained within 180 days of starting.
• High school degree or GED, or foreign equivalent.
• Ability to work branch hours including weekends and some evenings.

Responsibilities

• Act as the main contact for an affluent client group, managing the complete banking relationship.
• Provide education and advice to grow balances and develop referrals.
• Collaborate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with experts.
• Promote self-service options to clients for 24/7 access while ensuring regulatory compliance.

Skills

Relationship-building

Sales & referrals

Communication skills

Customer service

Regulatory compliance

Education

High school diploma or GED

College degree preferred

Tools

CRM software

NMLS platform

Job description

JPMorganChase in Los Angeles seeks a Private Client Banker to manage affluent client relationships with an advice-based approach to grow balances and referrals.

The role requires completing the SIE and FINRA (6/7) licenses within 180 days, plus adherence to banking regulations. Weekend/evening hours may be required. A college degree is preferred; strong communication and relationship skills are essential.