Private Client Banker: Wealth Advisory & Relationships

JPMorganChase; Tomball (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase in Texas is seeking a Private Client Banker to serve a select group of affluent clients and other customers in the Branch. You will manage their complete banking relationship across the company, using a proactive, advisory approach to grow balances.

You will solicit referrals and develop internal and external sources. The role requires a strong commitment to compliance, client service, and collaboration with specialists to connect clients with experts for complex needs.

Qualifications

• 1+ year Branch Banking Banker or equivalent experience in financial services.
• SIE exam, FINRA Series 6/7, state registration and Life licenses required or to be completed within 180 days.
• Compliance with Dodd Frank/Truth in Lending Act.
• High school degree, GED, or foreign equivalent.
• 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

Regulatory compliance

Communication skills

Education

High school or equivalent

College degree or military experience

Job description

JPMorgan Chase in Texas is seeking a Private Client Banker to serve a select group of affluent clients and other customers in the Branch. You will manage their complete banking relationship across the company, using a proactive, advisory approach to grow balances.

You will solicit referrals and develop internal and external sources. The role requires a strong commitment to compliance, client service, and collaboration with specialists to connect clients with experts for complex needs.