Private Client Banker: Wealth & Relationship Advisor

JPMorganChase; Houston (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

Chase, a leading private client banking team, seeks a Private Client Banker to manage affluent clients' complete banking relationships with an advice-based approach and growth mindset.

You will build lasting client relationships, solicit referrals, and collaborate with specialists to meet sophisticated financial needs while maintaining strict regulatory compliance and a commitment to diversity and inclusion.

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• Experience in acquiring new clients, cultivating, and maintaining relationships and revenue generation.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationships through an advice-based approach for best-fit products and services.
• Partners with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with specialists.
• Facilitates access to self-service options for clients 24/7 access.
• Adheres to policies and regulatory banking requirements.

Skills

Relationship building

Sales and referrals

Communication

Time management

Education

High school or equivalent

Professional licenses (SIE/Series 6/7)

Job description

Chase, a leading private client banking team, seeks a Private Client Banker to manage affluent clients' complete banking relationships with an advice-based approach and growth mindset.

You will build lasting client relationships, solicit referrals, and collaborate with specialists to meet sophisticated financial needs while maintaining strict regulatory compliance and a commitment to diversity and inclusion.