Private Client Banker: Wealth Advisory & Relationships

JPMorganChase; Houston (TX); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Health coverage

On-site wellness centers

Retirement plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. in Houston seeks a Private Client Banker in Branch Banking to serve a select group of affluent clients, managing their complete banking relationships with an advisory approach.

You will acquire new clients through referrals, partner with specialists, and help clients access self-service options around the clock.

The role requires compliance with Dodd-Frank, NMLS/Safe Act requirements, and weekend/evening hours.

Qualifications

• Must have SIE exam and FINRA Series 6/7 (and state registrations) or complete within 180 days of starting.
• Compliance with Dodd-Frank/Truth in Lending Act.
• Ability to work branch hours, including weekends and some evenings.
• Adherence to policies, procedures, and regulatory banking requirements.

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 management

New client acquisition

Communication

Education

High school degree or equivalent

College degree or military equivalent

Job description

JPMorgan Chase & Co. in Houston seeks a Private Client Banker in Branch Banking to serve a select group of affluent clients, managing their complete banking relationships with an advisory approach.

You will acquire new clients through referrals, partner with specialists, and help clients access self-service options around the clock.

The role requires compliance with Dodd-Frank, NMLS/Safe Act requirements, and weekend/evening hours.