Private Client Banker II — Wealth Relationship Lead

Next Frontier Capital; Houston (TX); On-site; USD 75,000 - 110,000; Full time

Job summary

JPMorgan Chase in Houston seeks a Private Client Banker to manage a select group of affluent clients within a branch, handling their complete banking relationship and proactively growing balances.

The role requires relationship-based sales, regulatory compliance, and collaboration with specialists to offer tailored education and advice. Weekend/evening hours are required in a busy branch environment.

Qualifications

• Banking experience: 1+ year in branch banking with new client acquisition.
• SIE, FINRA 6/7, and Life licenses required or must be completed within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act.
• High school degree or GED.
• Ability to work branch hours, weekends & some evenings.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible.
• Acts as the main contact for a select group of clients to manage the banking relationship.
• Partners with Specialists to connect clients with experts for specialized financial needs.
• Makes clients’ lives easier by promoting self-service access to accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship-building

New client acquisition

SIE exam

FINRA 6/7

Life licenses

Dodd-Frank compliance

Education: HS diploma

Regulatory knowledge

Weekend/evening hours

Affluent client experience

Team oriented

Education

High school diploma / GED

College degree

Military equivalent

Job description

JPMorgan Chase in Houston seeks a Private Client Banker to manage a select group of affluent clients within a branch, handling their complete banking relationship and proactively growing balances.

The role requires relationship-based sales, regulatory compliance, and collaboration with specialists to offer tailored education and advice. Weekend/evening hours are required in a busy branch environment.