Elite Private Banker: Wealth & Strategy Advisor

JPMorgan Chase & Co.; Houston (TX); On-site; USD 100,000 - 140,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Banker to join their U.S. Private Bank in Houston, Texas. This role focuses on advising clients on wealth management and providing exceptional client experiences. You will work with a team of professionals to develop tailored financial solutions that meet clients' needs.

Candidates should possess a Bachelor’s Degree, relevant experience in Private Banking, and a strong sales background. This position offers a unique opportunity to grow your career with a leading financial institution.

Qualifications

• Experience in Private Banking or Financial Services required.
• Licenses Series 7 and 66 must be obtained within 90 days.
• Strong community presence and established network.

Responsibilities

• Manage relationships with clients to provide exceptional service.
• Generate business results from existing clients and new acquisitions.
• Advise clients on their overall balance sheet strategies.
• Partner with internal specialists for client needs.
• Ensure solutions meet clients' short and long-term goals.

Skills

Private Banking experience

Sales success

Strong business acumen

Client experience focus

Education

Bachelor's Degree

MBA, JD, CFA, or CFP preferred

Job description

JPMorgan Chase & Co. is seeking a Private Banker to join their U.S. Private Bank in Houston, Texas. This role focuses on advising clients on wealth management and providing exceptional client experiences. You will work with a team of professionals to develop tailored financial solutions that meet clients' needs.

Candidates should possess a Bachelor’s Degree, relevant experience in Private Banking, and a strong sales background. This position offers a unique opportunity to grow your career with a leading financial institution.