Private Client Banker - Calabasas

About the role

Private Client Banker at JPMorgan Chase's Calabasas (Parkway) branch. Serve as the main point of contact for a select group of Chase's affluent clients, managing their complete banking relationship with a proactive and disciplined approach.

What you'll do

• Manage complete banking relationships for a portfolio of Private Client customers
• Actively grow client balances through an advice-based approach
• Share the value of Chase Private Client with eligible customers
• Acquire new clients by actively soliciting referrals and developing internal and external sources
• Ensure each client receives the best products and services for their needs

Requirements

• Passion for client relationships and financial advising
• Commitment to diversity and inclusion
• Strong communication and interpersonal skills