Private Client Banker: Wealth Advisory & Growth

JPMorgan Chase & Co.; Dallas (TX); On-site; USD 90,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. in Dallas, TX seeks a Private Client Banker to manage affluent clients' banking relationships with an advice-based approach. You will collaborate with specialists to connect clients to experts for advanced needs and encourage self-service options for 24/7 access.

This role requires securities licensing and adherence to regulatory requirements. The position supports weekend/evening hours and aims to grow client balances while delivering tailored financial education and

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 verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation.
• Licensing requirements including SIE, FINRA 6/7, state registration and Life licenses, or completion within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act.
• High school diploma, GED, or foreign equivalent.
• Adherence to policies, procedures, and regulatory banking 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 who can help them with specialized financial needs.
• Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

New client acquisition

Financial services experience

Communication skills

Education

High school diploma or GED

Job description

JPMorgan Chase & Co. in Dallas, TX seeks a Private Client Banker to manage affluent clients' banking relationships with an advice-based approach. You will collaborate with specialists to connect clients to experts for advanced needs and encourage self-service options for 24/7 access.

This role requires securities licensing and adherence to regulatory requirements. The position supports weekend/evening hours and aims to grow client balances while delivering tailored financial education and