Wealth Relationship Banker — Private Client

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

Job summary

JPMorgan Chase & Co. in Manhattan Beach, CA, seeks a Private Client Banker to manage relationships with affluent clients and a broader customer base. You will actively solicit referrals and build a robust banking relationship across Chase products and services.

The role requires compliance with regulatory and licensing requirements, weekend/evening hours, and a focus on delivering tailored financial advice. A strong service mindset and teamwork are essential.

Qualifications

• Must have value-added, relationship-focused approach to acquire and deepen client relationships.
• 1+ year in Branch Banking or equivalent with success in new client acquisition and revenue generation.
• SIE exam and FINRA 6/7 licenses or must complete within 180 days of start.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages client relationships with an advice-based approach and the best available products.
• Partners with Specialists to connect clients with experts for specialized needs.
• Facilitates access to self-service options and ensures accessibility 24/7.
• Adheres to banking policies and regulatory requirements.

Skills

Relationship building

Client acquisition

Communication

Regulatory compliance

Time management

Customer service

Education

High school diploma or GED

Job description

JPMorgan Chase & Co. in Manhattan Beach, CA, seeks a Private Client Banker to manage relationships with affluent clients and a broader customer base. You will actively solicit referrals and build a robust banking relationship across Chase products and services.

The role requires compliance with regulatory and licensing requirements, weekend/evening hours, and a focus on delivering tailored financial advice. A strong service mindset and teamwork are essential.