Private Client Banker: Elite Wealth & Relationships Advisor

Next Frontier Capital; Arlington (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to be the main contact for a select group of affluent clients and other customers. You will manage relationships, drive growth, and collaborate with specialists to meet clients' financial needs.

You will actively solicit referrals, provide education and advice, and ensure services align with Chase's standards. Weekend/evening hours may be required as part of branch operations.

Qualifications

• Requires a value-added, relationship-oriented approach to acquire and deepen client relationships.
• 1+ year of Branch Banking Banker or equivalent experience in financial services with revenue generation.
• Regulatory and licensing requirements including SIE, FINRA 6/7, state registrations, and Life licenses or completion within 180 days.

Responsibilities

• Share the value of Chase Private Client with eligible clients.
• Manage banking relationships with an advice-based approach for optimal products and services.
• Collaborate with Specialists to connect clients with experts for specialized needs.
• Facilitate self-service access for clients (24/7).
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

Client acquisition

Communication skills

Regulatory compliance

Sales and advisory experience

Time management

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to be the main contact for a select group of affluent clients and other customers. You will manage relationships, drive growth, and collaborate with specialists to meet clients' financial needs.

You will actively solicit referrals, provide education and advice, and ensure services align with Chase's standards. Weekend/evening hours may be required as part of branch operations.