Private Client Banker II — Wealth & Relationship Focus

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

Job summary

JPMorgan Chase & Co. in Houston, TX, seeks a Private Client Banker to manage banking relationships for a select group of affluent clients. You will proactively solicit referrals, coordinate with specialists, and guide clients to the right education and products to meet their financial needs.

The role emphasizes a proactive, advice-based approach, collaboration with internal teams, and adherence to regulatory requirements, including licensing and NMLS registration where applicable.

Qualifications

• 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
• Compliance with Dodd Frank/Truth in Lending Act
• National Mortgage Licensing System and Registry (NMLS) registration required or to be obtained after start date
• Ability to work branch hours, including weekends and some evenings

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible
• Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
• Partners with Specialists to connect customers to experts for specialized financial needs
• Makes lives of clients more convenient by sharing and setting up self-service options to access accounts 24/7
• Adheres to policies, procedures, and regulatory banking requirements

Skills

Relationship management

Communication skills

Client acquisition

Team orientation

Regulatory compliance

Education

High school diploma

College degree

SIE exam

FINRA Series 6/7

Life licenses

NMLS registration

Job description

JPMorgan Chase & Co. in Houston, TX, seeks a Private Client Banker to manage banking relationships for a select group of affluent clients. You will proactively solicit referrals, coordinate with specialists, and guide clients to the right education and products to meet their financial needs.

The role emphasizes a proactive, advice-based approach, collaboration with internal teams, and adherence to regulatory requirements, including licensing and NMLS registration where applicable.