Chase Bank

Private Client Banker

Chase Bank

Los Angeles, CA, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

Welcome to Chase Bank, where we strive to provide exceptional financial services to our valued clients. We are currently seeking a highly motivated and dedicated individual to join our team as a Private Client Banker. As a Private Client Banker, you will have the opportunity to work closely with our high net worth clients and provide them with personalized financial solutions to help them achieve their goals. We are looking for someone who is passionate about building strong relationships, has a keen eye for detail, and possesses excellent communication and problem-solving skills. If you are ready to take on a challenging and rewarding role, we would love to hear from you.

  1. Develop and maintain strong relationships with high net worth clients.
  2. Provide personalized financial solutions to clients based on their individual needs and goals.
  3. Educate clients on products and services offered by Chase Bank.
  4. Act as a liaison between clients and other departments within the bank.
  5. Analyze client financial information and make recommendations for investment and banking products.
  6. Ensure compliance with all banking regulations and policies.
  7. Proactively identify opportunities to deepen client relationships and cross-sell products.
  8. Keep up-to-date on market trends, economic conditions, and changes in the financial industry.
  9. Respond promptly to client inquiries and concerns.
  10. Collaborate with team members to achieve sales goals and provide exceptional customer service.
  11. Maintain accurate and detailed client records.
  12. Attend training and development programs to continuously improve knowledge and skills.
  13. Participate in community events and networking opportunities to promote Chase Bank and attract new clients.
  14. Uphold the bank's values and ethical standards in all interactions with clients and colleagues.
Where is this job?
This job is located at Los Angeles, CA, USA
Job Qualifications
  • Bachelor's Degree In Finance, Economics, Business Administration, Or A Related Field.

  • Minimum Of 3-5 Years Of Experience In Private Banking Or Wealth Management.

  • Knowledge Of Investment Products And Financial Planning Strategies.

  • Strong Interpersonal And Communication Skills To Build And Maintain Relationships With Clients.

  • Series 7 And 66 Licenses, Or The Ability To Obtain Them Within A Specified Timeframe.

Required Skills
  • Financial Planning

  • Relationship Management

  • Credit Analysis

  • Portfolio Management

  • Risk assessment

  • wealth management

  • Asset allocation

  • Retirement planning

  • Estate Planning

  • Tax Planning

  • Trust Services

  • Investment Advisory

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Teamwork

  • collaboration

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Private Client Banker in Los Angeles, CA, USA is $60,000 to $120,000 per year. This range can vary depending on factors such as experience, qualifications, and the specific company or financial institution the banker works for. Some Private Client Bankers may also receive bonuses and commissions based on performance, which can increase their overall salary.

Additional Information
Chase Bank is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedSeptember 30th, 2024
Apply BeforeJune 21st, 2025
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About Chase Bank

JPMorgan Chase Bank, N.A., doing business as Chase Bank, is a national bank headquartered in Manhattan, New York City, that constitutes the consumer and commercial banking subsidiary of the U.S. multinational banking and financial services holding company, JPMorgan Chase.

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