Private Client Banker — Wealth Advisor & Relationship Builder

Fairygodboss; Houston (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and broader customers, managing the full banking relationship with an advice-based approach.

You will collaborate with Specialists to address complex financial needs, promote self-service options, and ensure compliance with banking regulations. This role requires hours including weekends and some evenings.

Qualifications

• Requires SIE exam, FINRA Series 6/7, and Life licenses or to obtain within 180 days of starting.
• Compliance with Dodd-Frank/Truth in Lending Act.
• Nationwide Mortgage Licensing System and Registry (NMLS) registration under SAFE Act; must register/update after start.
• A high school diploma or equivalent is required; college degree preferred.

Responsibilities

• Share the value of Chase Private Client with eligible clients.
• Manage client banking relationships with an advice-based approach to optimize products and services.
• Partner with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with specialists.
• Increase client convenience by enabling self-service access to accounts 24/7.
• Adhere to all bank policies, procedures and regulatory requirements.

Skills

Relationship building

New client acquisition

Excellent communication

Regulatory compliance knowledge

Education

High school diploma/GED

College degree or military equivalent

Tools

NMLS platform

Job description

Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and broader customers, managing the full banking relationship with an advice-based approach.

You will collaborate with Specialists to address complex financial needs, promote self-service options, and ensure compliance with banking regulations. This role requires hours including weekends and some evenings.