
Private Client Banker
As a Private Client Banker, you are the main point of contact for a select group of Chase’s affluent clients, as well as other customers in the Branch. You’ll manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. Partnering with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers), to connect customers to experts who can help them with specialized financial needs. Making lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/7 days a week. Adhering to policies, procedures and regulatory banking requirements.
At least 2 years in a Financial Advisor role or equivalent financial services experience
Demonstrated ability and commitment to goals-based planning and advice
A valid and active Series 7
Certified Financial Planning (CFP®) certification is preferred
Customer Relationship Management
Time Management
MS Excel
MS Word
Verbal communication
written communication
Self-Driven
Detail Oriented and Organized
Multi-tasker
According to JobzMall, the average salary range for a Private Client Banker in JPMorgan Chase Building, 560 Mission St, San Francisco, CA 94105, USA is between $35,000 and $75,000 per year. The salary range can vary depending on experience and qualifications.
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JPMorgan Chase & Co. is an American multinational investment bank and financial services holding company headquartered in New York City. JPMorgan Chase is ranked by S&P Global as the largest bank in the United States and the sixth largest bank in the world by total assets, with total assets of US$2.687 trillion.

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