Private Client Banking Advisor

Testing Site - JPMC; Houston (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase in Houston seeks an experienced Private Client Banker to manage affluent clients’ banking relationships, delivering tailored education and advice. You will actively solicit referrals and collaborate with specialists to meet complex financial needs.

The role requires a strong focus on compliance, weekend/evening hours, and a commitment to delivering exceptional client service within a branch setting.

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation.
• Requires SIE/Series 6/7 and state registrations (63/66 if required) or must complete within 180 days.
• Compliance with Dodd Frank/Truth in Lending Act.

Responsibilities

• Share the value of Chase Private Client with eligible clients.
• Manage clients' banking relationships with an advice-based approach to tailor products and services.
• Partner with Specialists to connect customers to experts for specialized financial needs.
• Increase convenience by promoting self-service access to accounts 24/7.
• Adhere to all banking policies, procedures, and regulatory requirements.

Skills

Relationship management

Client acquisition

Communication

Regulatory compliance

Education

High school diploma

College degree (preferred)

Job description

JPMorgan Chase in Houston seeks an experienced Private Client Banker to manage affluent clients’ banking relationships, delivering tailored education and advice. You will actively solicit referrals and collaborate with specialists to meet complex financial needs.

The role requires a strong focus on compliance, weekend/evening hours, and a commitment to delivering exceptional client service within a branch setting.