J.P. Morgan Chase & Co.

Private Client Banker

J.P. Morgan Chase & Co.

JPMorgan Chase Building, 560 Mission St, San Francisco, CA 94105, USA
Full-TimeDepends on ExperienceEntry LevelBachelors
Job Description

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.

Where is this job?
This job is located at JPMorgan Chase Building, 560 Mission St, San Francisco, CA 94105, USA
Job Qualifications
  • 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

Required Skills
  • Customer Relationship Management

  • Time Management

  • MS Excel

  • MS Word

Soft Skills
  • Verbal communication

  • written communication

  • Self-Driven

  • Detail Oriented and Organized

  • Multi-tasker

Compensation

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.

Additional Information
J.P. Morgan Chase & Co. 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 PostedApril 30th, 2021
Apply BeforeJune 21st, 2025
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About J.P. Morgan Chase & Co.

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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