Private Client Banker: Elite Wealth & Relationship Advisor

JPMorgan Chase & Co.; Houston (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in Houston seeks a Private Client Banker to serve affluent clients, manage relationships, and grow balances across Chase products.

You will collaborate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with experts; you will promote self-service options.

The role requires a strong service mindset, weekend/evening hours, and licensing compliance, with education requirements and commitment to diversity.

Qualifications

• Proven ability to acquire and deepen client relationships
• Experience in branch banking and revenue generation
• Licensing: SIE, FINRA 6/7 and state registrations or ability to obtain within allowed time
• Compliance with Dodd-Frank/Truth in Lending Act
• Availability for weekend/evening hours

Responsibilities

• Shares the value of Chase Private Client with eligible clients
• Manages banking relationships with advice-based approach to optimize products/services
• Partners with Private Client Advisors, Mortgage Bankers and Business Relationship Managers
• Promotes self-service options to access accounts 24/7
• Adheres to policies, procedures and regulatory requirements

Skills

Relationship building

New client acquisition

Regulatory compliance

Communication skills

Time management

Education

High school diploma

College degree

Job description

JPMorgan Chase & Co. in Houston seeks a Private Client Banker to serve affluent clients, manage relationships, and grow balances across Chase products.

You will collaborate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with experts; you will promote self-service options.

The role requires a strong service mindset, weekend/evening hours, and licensing compliance, with education requirements and commitment to diversity.