Private Client Banker — Wealth Relationships Specialist

Next Frontier Capital; Houston (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in Houston seeks a Private Client Banker to serve affluent clients and manage full banking relationships in the branch.

You will work with specialists to tailor solutions, solicit referrals, and provide education to help clients make the most of their money while maintaining strict regulatory compliance. Strong communication and relationship-building are essential for success.

Qualifications

• 1+ year banking experience with new client acquisition and revenue generation.
• SIE exam and FINRA Series 6/7, state registration within 180 days of start.
• Compliance with Dodd-Frank/Truth in Lending Act.
• High school diploma or GED or foreign equivalent.

Responsibilities

• Share the value of Chase Private Client with eligible clients.
• Manage banking relationships with an advice-based approach for best products.
• Partner with Specialists to connect clients to experts for complex needs.
• Help clients access self-service options 24/7 and ensure regulatory compliance.
• Adhere to policies and regulatory requirements.

Skills

Relationship-building

Client acquisition

Communication

Time management

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase & Co. in Houston seeks a Private Client Banker to serve affluent clients and manage full banking relationships in the branch.

You will work with specialists to tailor solutions, solicit referrals, and provide education to help clients make the most of their money while maintaining strict regulatory compliance. Strong communication and relationship-building are essential for success.