Affluent Client Relationship Advisor

JPMorgan Chase & Co.; Houston (TX); On-site; USD 50,000 - 70,000; Full time

Job summary

JPMorgan Chase & Co. is looking for a Private Client Banker to manage a select group of affluent clients and their complete banking needs. The role involves generating growth through relationship management, providing tailored financial education, and adhering to regulatory requirements.

Successful candidates should have at least 1 year of experience in Branch Banking and possess a high school diploma or equivalent. Communication skills and a commitment to customer satisfaction are essential. This position may require some weekend and evening work.

Qualifications

• 1+ year experience in Branch Banking or financial services.
• Compliance with Dodd Frank/Truth in Lending Act qualifications.
• Ability to work branch hours, including weekends and evenings.

Responsibilities

• Manage banking relationships through an advice-based approach.
• Solicit and develop referrals to grow client base.
• Connect customers to specialized financial services.

Skills

Relationship-oriented approach

Client acquisition

Excellent communication skills

Education

High school degree or GED

College degree or military equivalent

Job description

JPMorgan Chase & Co. is looking for a Private Client Banker to manage a select group of affluent clients and their complete banking needs. The role involves generating growth through relationship management, providing tailored financial education, and adhering to regulatory requirements.

Successful candidates should have at least 1 year of experience in Branch Banking and possess a high school diploma or equivalent. Communication skills and a commitment to customer satisfaction are essential. This position may require some weekend and evening work.