Private Client Banker – Wealth Advisory

JPMorganChase; Houston (TX); On-site; USD 65,000 - 95,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients, managing their complete banking relationship with a proactive, advisory approach. You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to meet client needs and grow balances.

The role requires a strong customer focus, adherence to regulatory standards, and the ability to work flexible branch hours, including weekends.

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• Compliance with regulatory requirements and licensing expectations.

Responsibilities

• Actively manages banking relationships with affluent clients using an advice-based approach.
• Partners with specialists to connect clients to experts for specialized needs.
• Promotes self-service options and access to accounts 24/7.
• Adheres to banking policies, procedures and regulatory requirements.

Skills

Relationship building

New client acquisition

Financial services experience

Regulatory knowledge

Excellent communication

Education

High school diploma or GED

Job description

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients, managing their complete banking relationship with a proactive, advisory approach. You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to meet client needs and grow balances.

The role requires a strong customer focus, adherence to regulatory standards, and the ability to work flexible branch hours, including weekends.