Wealth Relationship Banker — Private Client Advisor

Aumni; Calabasas (CA); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health insurance

On-site health centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in California to manage an affluent client base and a broad set of banking needs. Build strong relationships, advise clients on suitable products, and connect them with specialists for complex financial needs.

You will grow client balances through proactive outreach, referrals, and superior service while adhering to all regulatory requirements and branch policies. Weekend availability and on-site presence are expected.

Qualifications

• Experience acquiring and growing client relationships in banking or financial services.
• Knowledge of required licenses and registrations for loan or investment roles.
• Ability to work within regulatory banking requirements and policies.

Responsibilities

• Act as main point of contact for select Chase clients in the branch.
• Manage banking relationships with an advice-based approach to grow balances.
• Collaborate with specialists to meet clients' specialty financial needs.
• Promote self-service options and ensure 24/7 account access.
• Adhere to policies, procedures, and regulatory requirements.

Skills

Relationship-building

New client acquisition

SIE exam

FINRA Series 6/7

NMLS registration

Regulatory compliance

Weekend availability

Education

High school diploma

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in California to manage an affluent client base and a broad set of banking needs. Build strong relationships, advise clients on suitable products, and connect them with specialists for complex financial needs.

You will grow client balances through proactive outreach, referrals, and superior service while adhering to all regulatory requirements and branch policies. Weekend availability and on-site presence are expected.