Private Client Banker - Greenbrae Branch - Greenbrae, CA

Location: Greenbrae, CA, United States

Job Family: Private Client Bankers

About the Role

At JPMorgan Chase, we are a leading global financial services firm with a rich history of innovation and client focus. As a Private Client Banker at our Greenbrae Branch in Greenbrae, CA, you will play a pivotal role in delivering exceptional wealth management services to a select group of high-value Chase Private Clients. This position combines the artistry of personalized banking with the precision of financial advisory, where you will act as the trusted advisor for clients seeking to navigate complex financial landscapes. Your days will involve deep-dive consultations on everything from customized lending solutions to sophisticated investment strategies, all while leveraging JPMorgan Chase's unparalleled resources and market expertise to help clients achieve their unique goals. In this client-centric role, you will build and nurture long-term relationships by understanding each individual's financial aspirations, risk tolerance, and life objectives. Working within our state-of-the-art Greenbrae Branch, you will collaborate with a team of seasoned professionals, including investment advisors and mortgage specialists, to provide holistic solutions that encompass deposit accounts, credit products, and wealth preservation tactics. You will also contribute to branch success by identifying growth opportunities, such as referring clients to JPMorgan's Private Bank for ultra-high-net-worth needs, and ensuring every interaction upholds our commitment to integrity and excellence in the financial services industry. JPMorgan Chase values professionals who thrive in dynamic environments and are passionate about empowering clients' financial futures. This role offers not only the chance to make a tangible impact in the affluent Marin County community but also robust support for your professional growth through our world-class training programs and career pathways. If you are ready to join a firm that sets the standard for private client banking, apply today and become part of the JPMorgan Chase legacy.

Key Responsibilities

• Serve as the primary point of contact for a portfolio of Chase Private Clients, providing personalized financial advice and solutions
• Identify client needs and recommend appropriate banking, lending, and investment products tailored to their goals
• Conduct financial planning consultations, including retirement, estate, and wealth preservation strategies
• Collaborate with branch teams and specialists to deliver holistic wealth management services
• Drive branch growth by prospecting new clients and deepening relationships with existing ones
• Ensure compliance with all federal and state regulations, including KYC and AML standards
• Utilize JPMorgan Chase's proprietary tools to analyze client portfolios and market trends
• Educate clients on digital banking options and support seamless transitions to online platforms
• Monitor client accounts for opportunities to enhance services and mitigate risks
• Participate in community events in Greenbrae to promote JPMorgan Chase's brand and services

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• At least 2 years of experience in financial services, retail banking, or client-facing roles
• Active Series 6, Series 7, and Series 66 licenses, or willingness to obtain within 120 days
• Strong understanding of banking products, investment solutions, and wealth management principles
• Excellent communication and interpersonal skills to build client relationships
• Ability to work in a fast-paced branch environment in Greenbrae, CA
• Compliance with all regulatory requirements and JPMorgan Chase policies

Preferred Qualifications

• Certified Financial Planner (CFP) designation or equivalent
• Experience in private banking or high-net-worth client advisory
• Bilingual proficiency, particularly in Spanish, given the diverse client base in Marin County
• Previous role in sales or relationship management within a major financial institution
• Advanced knowledge of JPMorgan Chase's digital banking platforms and tools

Required Skills

• Financial analysis and portfolio management
• Client relationship building and retention
• Sales and negotiation techniques
• Knowledge of investment products like mutual funds and ETFs
• Regulatory compliance and risk assessment
• Proficiency in financial software such as Bloomberg or JPMorgan's internal systems
• Active listening and empathy in client interactions
• Problem-solving and decision-making under pressure
• Digital literacy for online banking and CRM tools
• Time management and organizational skills
• Presentation and public speaking abilities
• Data interpretation from financial reports
• Ethical judgment in advisory roles
• Team collaboration in a branch setting
• Adaptability to market changes and client needs

Benefits

• Competitive base salary plus uncapped performance-based incentives
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company match
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement and licensing support
• Employee stock purchase plan and access to financial wellness resources
• Wellness programs with gym memberships and mental health support
• Opportunities for career advancement within JPMorgan Chase's global network

JP Morgan Chase is an equal opportunity employer.