Private Client Banker: Relationship-Driven Wealth Advisor

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

Benefits offered by this job

Health coverage

Competitive benefits

On-site wellness centers

Job summary

Chase is seeking a Private Client Banker to serve a select group of affluent clients and broader branch customers. You will manage their banking relationships with an advisory approach and collaborate with specialists to connect clients to experts who can meet advanced financial needs.

You will help clients access self-service options 24/7, while ensuring adherence to banking regulations and internal policies. The role requires weekend/evening hours and a focus on growth through referrals.

Qualifications

• Experience in acquiring and deepening client relationships.
• 1+ year in branch banking or equivalent in financial services.
• SIE/FINRA licenses or ability to obtain within 180 days.
• Compliance with applicable banking regulations.

Responsibilities

• Manage private client banking relationships with an advisory approach.
• Collaborate with specialists to connect clients with experts.
• Promote self-service options to access accounts 24/7.
• Ensure compliance with policies and regulatory requirements.

Skills

Excellent communication skills

Relationship management

New client acquisition

Regulatory compliance

Education

High school diploma or equivalent

College degree preferred

Tools

NMLS registration system

Job description

Chase is seeking a Private Client Banker to serve a select group of affluent clients and broader branch customers. You will manage their banking relationships with an advisory approach and collaborate with specialists to connect clients to experts who can meet advanced financial needs.

You will help clients access self-service options 24/7, while ensuring adherence to banking regulations and internal policies. The role requires weekend/evening hours and a focus on growth through referrals.