Affluent Client Advisor – Private Banking

Aumni; Houston (TX); On-site; USD 70,000 - 95,000; Full time

Job summary

JPMorgan Chase & Co. in Houston seeks a Private Client Banker to manage affluent clients' relationships in-branch, delivering tailored education and advice. You will actively solicit referrals, coordinate with specialists, and ensure access to accounts through self-service options.

The role requires keeping compliant with banking regulations and licensing, with weekend/evening hours as needed. A service-oriented mindset and strong communication are essential.

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent experience in financial services with revenue generation.
• Compliance with Dodd Frank/Truth in Lending Act and state licensing requirements.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible.
• Manages banking relationships with an advice-based approach to provide suitable products and services.
• Partners with specialists to connect clients to experts for specialized needs.
• Facilitates self-service options for 24/7 access to accounts.
• Adheres to policies, procedures, and regulatory requirements.

Skills

Relationship-building

Client acquisition

Regulatory compliance

Communication skills

Flexibility in scheduling

Education

High school or equivalent

Job description

JPMorgan Chase & Co. in Houston seeks a Private Client Banker to manage affluent clients' relationships in-branch, delivering tailored education and advice. You will actively solicit referrals, coordinate with specialists, and ensure access to accounts through self-service options.

The role requires keeping compliant with banking regulations and licensing, with weekend/evening hours as needed. A service-oriented mindset and strong communication are essential.