Private Client Banker II — Wealth Relationship Specialist

JPMorgan Chase & Co.; Houston (TX); On-site; USD 60,000 - 95,000; Full time

Job summary

JPMorgan Chase & Co. in Houston is seeking a Private Client Banker to manage banking relationships for affluent clients, offering tailored education and advice to help them reach financial goals.

You will collaborate with Specialists to connect clients with experts for complex needs, while promoting self-service options and ensuring regulatory compliance. A client-centered, long-term relationship focus is essential.

Qualifications

• 1+ year Branch Banking Banker or equivalent experience in financial services.
• SIE exam and FINRA Series 6/7 licenses or plan to complete within 180 days.
• Compliance with Dodd Frank/Truth in Lending Act requirements.
• NMLS registration and SAFE Act compliance.
• Ability to work branch hours, including weekends and some evenings.

Responsibilities

• Share the value of Chase Private Client with eligible clients.
• Manage banking relationships with an advice-based approach for best products.
• Partner with Specialists to connect clients with experts for complex needs.
• Set up self-service options to access accounts 24/7.
• Adhere to policies and regulatory banking requirements.

Skills

Relationship building

Customer service

Sales experience

Regulatory compliance

Education

SIE / Series 6/7 licenses

High school diploma

Job description

JPMorgan Chase & Co. in Houston is seeking a Private Client Banker to manage banking relationships for affluent clients, offering tailored education and advice to help them reach financial goals.

You will collaborate with Specialists to connect clients with experts for complex needs, while promoting self-service options and ensuring regulatory compliance. A client-centered, long-term relationship focus is essential.