JPMorgan Chase
Private Client Banker - South San Jose Market - San Jose, CA
San Jose, CA · Full-time · Posted Oct 12, 2026
- Experience
- 1+ year; equivalent experience in financial services is accepted.
- Education
- High school degree, GED, or foreign equivalent.
About the job
Manages banking relationships for affluent clients and other branch customers, offering tailored advice, products, and referrals to financial specialists.
What you'll do
- Manage client banking relationships using an advice-based approach and identify suitable products and services.
- Build client relationships and acquire new clients through referrals and internal and external sources.
- Connect customers with specialists and self-service banking options while following regulatory requirements.
What they ask for
- At least 1 year of branch banking banker or equivalent financial-services experience, with success in client acquisition, relationship management, and revenue generation.
- Demonstrated success with a value-added, relationship-oriented approach to acquiring and deepening client relationships.
- Required securities exams, registrations, and life licenses, or successful completion within 180 days of starting, if not already registered.
- High school degree, GED, or foreign equivalent; ability to work branch hours, including weekends and some evenings.
Nice to have
- Excellent communication skills; college degree or military equivalent.
- Experience with affluent clients; strong team orientation.
Pay
USD 25.00-USD 32.69 base salary
Tools
Securities Industry Essential (SIE) exam, FINRA Series 6/7, 63, 66, NMLS
Model-written summary · the original posting is authoritative