Private Client Banker: Wealth-Relationship Advisor

JPMorgan Chase & Co.; Pearland (TX); On-site; USD 60,000 - 80,000; Full time

Job summary

JPMorgan Chase & Co. in Texas is seeking a Private Client Banker to serve a select group of affluent clients in the branch. You will manage their banking relationship with an advice-based approach and help them access the best products and services.

You will partner with Private Client Advisors and other specialists to connect customers to experts, while encouraging referrals and maintaining compliance with banking regulations. Weekend hours are required at times.

Qualifications

• 1+ year in branch banking with success in acquiring new clients.
• Value-added, relationship-oriented approach to grow client revenue.
• SIE exam, FINRA Series 6/7, and relevant licenses or must complete within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.
• 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 eligible clients.
• Actively manages banking relationships with an advice-based approach.
• Partners with Specialists to connect clients to experts.
• Makes lives of clients convenient by enabling 24/7 self-service access.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

New client acquisition

Excellent communication

Team collaboration

Education

High school degree or GED

College degree or military equivalent

Job description

JPMorgan Chase & Co. in Texas is seeking a Private Client Banker to serve a select group of affluent clients in the branch. You will manage their banking relationship with an advice-based approach and help them access the best products and services.

You will partner with Private Client Advisors and other specialists to connect customers to experts, while encouraging referrals and maintaining compliance with banking regulations. Weekend hours are required at times.