Private Client Banker - Kraemer - Brea, CA

Location: Brea, 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-centric solutions. As a Private Client Banker in our Brea, CA branch, you will play a pivotal role in delivering exceptional wealth management experiences to a select group of high-net-worth Chase Private Clients. This position combines the intimacy of personalized banking with the breadth of JPMorgan Chase's world-class resources, allowing you to advise on everything from everyday banking needs to sophisticated investment strategies. You will be the trusted advisor for clients seeking to grow, protect, and transfer their wealth, all while contributing to the vibrant financial community in Brea. Your day-to-day responsibilities will involve building and nurturing deep relationships with clients, conducting thorough financial planning sessions, and recommending bespoke solutions from JPMorgan Chase's extensive portfolio of products, including private banking, lending, and alternative investments. You will collaborate seamlessly with our network of specialists to ensure clients receive integrated advice that aligns with their unique goals, whether it's funding education, planning for retirement, or philanthropic endeavors. In this role, compliance and integrity are paramount; you will uphold the highest standards of regulatory adherence while leveraging cutting-edge tools to monitor market dynamics and client portfolios. We value professionals who are passionate about financial empowerment and thrive in a collaborative, dynamic environment. Joining the JPMorgan Chase team in Brea means access to unparalleled professional growth opportunities, a supportive culture that prioritizes work-life balance, and the chance to make a meaningful impact on clients' financial journeys. If you are driven by excellence and ready to elevate your career in private banking, this position offers the platform to excel within one of the world's most admired financial institutions.

Key Responsibilities

• Serve as the primary point of contact for a portfolio of Chase Private Clients, providing personalized banking, lending, and investment advice
• Conduct comprehensive financial needs assessments to recommend tailored solutions including deposits, loans, mortgages, and investment products
• Collaborate with JPMorgan Chase specialists in wealth management, estate planning, and philanthropy to deliver holistic client support
• Drive branch-based client acquisition and retention through proactive outreach, networking, and relationship-building activities
• Ensure compliance with all federal and state regulations, including KYC, AML, and securities laws, while maintaining accurate client records
• Monitor client portfolios and market trends to offer timely investment opportunities and risk mitigation strategies
• Participate in community events and business development initiatives to enhance JPMorgan Chase's presence in Brea, CA
• Mentor junior staff and contribute to team goals by sharing best practices in client service excellence
• Utilize digital tools and CRM systems to track client interactions and optimize service delivery
• Identify cross-selling opportunities for JPMorgan Chase's full suite of financial products and services

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• At least 2-3 years of experience in client-facing roles within financial services or banking
• Active Series 6 and 66 securities licenses (or willingness to obtain within 120 days of hire)
• Strong understanding of banking products, investment solutions, and wealth management principles
• Excellent communication and interpersonal skills to build long-term client relationships
• Ability to thrive in a fast-paced branch environment while adhering to regulatory standards
• Proficiency in financial analysis and risk assessment for high-net-worth clients

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience in private banking or serving ultra-high-net-worth individuals at a top-tier financial institution
• Bilingual proficiency in English and Spanish to serve diverse client bases in California
• Proven track record of meeting or exceeding sales targets in wealth management
• Knowledge of JPMorgan Chase's proprietary tools and platforms for client portfolio management

Required Skills

• Financial product knowledge (e.g., mutual funds, annuities, credit products)
• Client relationship management and consultative selling
• Regulatory compliance and ethical decision-making
• Analytical skills for portfolio review and financial forecasting
• Proficiency in Microsoft Office Suite and financial software like Bloomberg or CRM tools
• Active listening and empathy to understand client needs
• Time management and prioritization in a high-volume environment
• Negotiation and problem-solving for complex financial scenarios
• Digital literacy for online banking platforms and mobile apps
• Team collaboration and leadership in cross-functional settings
• Risk assessment and mitigation techniques
• Public speaking and presentation skills for client seminars
• Data interpretation from financial statements and market reports
• Adaptability to evolving financial regulations and market conditions
• Cultural sensitivity for serving diverse clientele in Southern California

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive medical, dental, and vision insurance with employer contributions
• 401(k) retirement savings plan with generous company matching up to 6%
• Paid time off including vacation, sick days, and 16 weeks of paid parental leave
• Professional development programs, including tuition reimbursement and access to JPMorgan Chase's internal training academy
• Employee stock purchase plan and financial wellness resources
• Wellness programs with gym memberships, mental health support, and onsite fitness facilities
• Relocation assistance for eligible roles and commuter benefits for Brea, CA location

JP Morgan Chase is an equal opportunity employer.