Private Client Banker - Wealth Advisor (Austin)

Aumni; Austin (TX); On-site; USD 60,000 - 100,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in a branch setting to manage a select group of affluent clients, delivering education and tailored advice.

You will grow balances through referrals and proactive relationship management across the branch, collaborating with specialists to meet complex financial needs. The role requires proven relationship-building skills, banking experience, and ability to work flexible hours, including weekends and evenings, within a regulated

Qualifications

• Experience acquiring and growing client relationships in financial services.
• Understanding of banking regulations and compliance requirements.
• Proven ability to work in a client-facing banking role with a proactive approach.

Responsibilities

• Actively manages a private client banking relationship with education-based advice.
• Collaborates with specialists to connect clients to experts for complex needs.
• Makes account access convenient by promoting self-service options 24/7.
• Ensures compliance with applicable policies and regulatory requirements.
• Contributes to branch growth by referrals and new client acquisition.

Skills

Relationship building

Branch banking experience

Regulatory compliance

Dodd-Frank compliance

Flexible hours

Effective communication

Affluent client experience

Team orientation

Education

High school diploma

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in a branch setting to manage a select group of affluent clients, delivering education and tailored advice.

You will grow balances through referrals and proactive relationship management across the branch, collaborating with specialists to meet complex financial needs. The role requires proven relationship-building skills, banking experience, and ability to work flexible hours, including weekends and evenings, within a regulated