Private Client Banker: Wealth Relationship Specialist

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

Job summary

JPMorgan Chase in Austin seeks a Private Client Banker to manage affluent client relationships within the branch, driving growth and providing tailored financial education and advice. You will acquire new clients through referrals and internal/external sources.

The role emphasizes proactive relationship management, collaboration with specialists, and adherence to regulatory requirements, with a focus on delivering a seamless client experience.

Qualifications

• 1+ year branch banking or equivalent experience with client growth.
• SIE exam and FINRA Series 6/7; state registrations as required.
• Compliance with Dodd-Frank/Truth in Lending Act.
• High school diploma or foreign equivalent.
• Ability to work branch hours, including weekends/evenings.

Responsibilities

• Act as main contact for Chase Private Client and branch customers.
• Manage banking relationships with advice-based approach.
• Connect clients to specialists for specialized needs.
• Promote self-service options and access to accounts 24/7.
• Adhere to banking policies, procedures, and regulatory requirements.

Skills

Relationship building

New client acquisition

Communication skills

Regulatory compliance

Education

High school diploma

College degree preferred

Job description

JPMorgan Chase in Austin seeks a Private Client Banker to manage affluent client relationships within the branch, driving growth and providing tailored financial education and advice. You will acquire new clients through referrals and internal/external sources.

The role emphasizes proactive relationship management, collaboration with specialists, and adherence to regulatory requirements, with a focus on delivering a seamless client experience.