Private Client Banking Advisor

JPMorgan Chase & Co.; Houston (TX); On-site; USD 65,000 - 85,000; Full time

Job summary

JPMorgan Chase & Co. in Houston seeks a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers.

You will manage complete banking relationships with an advice-based approach, driving growth and ensuring access to self-service options. The role emphasizes helping clients with tailored education and financial solutions while complying with regulatory requirements and licensing standards.

Qualifications

• Experience in financial services with a client-focused approach.
• Proven ability to acquire and deepen relationships and generate revenue.
• Compliance with licensing and regulatory requirements including SIE/Series 6/7 and 63/66 if required.

Responsibilities

• Manage banking relationships for affluent clients and broader customer base.
• Solicit referrals and develop internal/external sources to grow client base.
• Advise on products and services to meet client financial needs.
• Ensure access to self-service options and adhere to banking policies.

Skills

Relationship-building

New client acquisition

Regulatory compliance

SIE/FINRA licensing

Communication

Education

High school degree

Job description

JPMorgan Chase & Co. in Houston seeks a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers.

You will manage complete banking relationships with an advice-based approach, driving growth and ensuring access to self-service options. The role emphasizes helping clients with tailored education and financial solutions while complying with regulatory requirements and licensing standards.