Private Client Banker: Trusted Wealth & Relationship Builder

Fairygodboss; Houston (TX); On-site; USD 90,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. in Houston, TX seeks a Private Client Banker in Branch Banking to be the main contact for affluent clients, managing their banking relationships with a proactive, advice-based approach.

You will collaborate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to provide tailored financial solutions, while ensuring access to self-service options and adherence to internal policies and regulatory requirements.

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent experience in financial services with revenue generation.
• SIE exam and FINRA Series 6/7 plus state licenses or completion within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.
• 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.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

New client acquisition

SIE exam

FINRA 6/7

Life licenses

Dodd-Frank compliance

High school diploma

Weekend/evening availability

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase & Co. in Houston, TX seeks a Private Client Banker in Branch Banking to be the main contact for affluent clients, managing their banking relationships with a proactive, advice-based approach.

You will collaborate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to provide tailored financial solutions, while ensuring access to self-service options and adherence to internal policies and regulatory requirements.