Private Client Banker - Mountain View Branch - Mountain View, CA

Location: Mountain View, 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 in our Mountain View Branch, you will play a pivotal role in delivering exceptional wealth management and banking services to high-net-worth individuals and families in the dynamic Silicon Valley community. You will act as the trusted advisor for a select group of Chase Private Clients, helping them navigate complex financial landscapes with personalized strategies that align with their unique goals, whether it's retirement planning, estate management, or investment growth. This position offers the opportunity to leverage JPMorgan Chase's vast resources, including access to world-class investment research and a network of specialists, to provide holistic solutions in a collaborative branch environment. Your day-to-day responsibilities will involve building and deepening relationships with clients through proactive outreach, in-depth financial consultations, and seamless integration of banking, lending, and investment products. In the heart of Mountain View, you will engage with tech-savvy professionals and entrepreneurs, recommending solutions like customized lending for business ventures or diversified portfolios to mitigate market volatility. You will also contribute to branch success by identifying opportunities for cross-selling JPMorgan Chase offerings, such as Chase Sapphire banking or J.P. Morgan Wealth Management services, while ensuring all interactions adhere to the highest standards of compliance and risk management. This role demands a blend of financial acumen and interpersonal finesse to foster long-term loyalty in a competitive market. Joining JPMorgan Chase means becoming part of a firm committed to your professional growth and work-life balance. We invest in your success through ongoing training, mentorship from seasoned leaders, and performance-based incentives that reward your contributions. In Mountain View, you'll thrive in an inclusive culture that values diversity and innovation, surrounded by the vibrant energy of Silicon Valley. If you are passionate about empowering clients to achieve financial freedom and eager to advance your career in private banking, this position at JPMorgan Chase offers unparalleled opportunities for impact and advancement.

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, mortgages, credit cards, and wealth management services
• Collaborate with branch teams and specialists to deliver holistic financial planning and achieve client goals
• Prospect and acquire new high-value clients within the Mountain View community through networking and referrals
• Ensure compliance with all federal and state regulations, including KYC, AML, and securities laws
• Monitor client portfolios and provide ongoing support to enhance satisfaction and retention
• Drive branch performance by meeting or exceeding sales and service targets
• Educate clients on JPMorgan Chase's digital tools and mobile banking platforms
• Participate in community events in Mountain View to build brand awareness and client relationships
• Maintain accurate records in CRM systems and prepare reports on client interactions and outcomes

Required Qualifications

• Bachelor's degree or equivalent experience in finance, business, or a related field
• At least 2 years of experience in financial services, retail banking, or client-facing roles
• Active Series 6 and 66 (or equivalent) securities 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 thrive in a fast-paced branch environment with a focus on client satisfaction
• Compliance with all regulatory requirements and adherence to JPMorgan Chase policies

Preferred Qualifications

• Certified Financial Planner (CFP) designation or equivalent
• Experience in private banking or high-net-worth client advisory
• Proficiency in financial planning software and CRM tools used at JPMorgan Chase
• Bilingual skills, particularly in languages spoken in the Mountain View community
• Previous success in meeting sales targets for investment and lending products

Required Skills

• Financial analysis and portfolio management
• Client relationship building and retention
• Sales and negotiation techniques
• Knowledge of investment products and risk assessment
• Regulatory compliance and ethical decision-making
• Active listening and empathy
• Problem-solving and critical thinking
• Proficiency in Microsoft Office Suite and financial software
• Time management and prioritization
• Presentation and public speaking
• Data analysis for client reporting
• Adaptability to market changes
• Team collaboration and leadership
• Digital literacy for online banking tools
• Cultural sensitivity for diverse client base in Silicon Valley

Benefits

• Competitive base salary plus uncapped incentive compensation based on performance
• Comprehensive medical, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with company matching up to 5% of eligible pay
• Generous paid time off, including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement and access to JPMorgan Chase's learning academy
• Employee stock purchase plan and financial wellness resources
• Wellness programs with gym memberships, mental health support, and onsite fitness centers
• Relocation assistance for eligible roles and commuter benefits for Mountain View location

JP Morgan Chase is an equal opportunity employer.