Private Client Banking Advisor for Affluent Clients

JPMorgan Chase & Co.; Houston (TX); On-site; USD 70,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in Houston seeks a Private Client Banker to manage a select group of affluent clients and provide education and advice tailored to their financial needs.

You will actively solicit referrals, build lasting relationships, and collaborate with Specialists to connect clients with experts in mortgages, investments, and other services, while ensuring adherence to regulatory requirements and branch hours.

Qualifications

• Excellent communication skills and relationship-building abilities.
• Experience acquiring and deepening client relationships in financial services.
• Compliance with banking regulations and licensing requirements.

Responsibilities

• Shares the value of Chase Private Client with clients eligible.
• Manages banking relationships with an advice-based approach to offer best products.
• Partners with Specialists to connect clients to experts for mortgages and business needs.
• Makes clients convenient by enabling self-service options 24/7.
• Adheres to policies, procedures, and regulatory requirements.

Skills

Communication skills

Relationship building

Sales/ acquisitions

Team orientation

Education

High school degree or GED

College degree or military equivalent

NMLS/Safe Act licensing & registration

Job description

JPMorgan Chase & Co. in Houston seeks a Private Client Banker to manage a select group of affluent clients and provide education and advice tailored to their financial needs.

You will actively solicit referrals, build lasting relationships, and collaborate with Specialists to connect clients with experts in mortgages, investments, and other services, while ensuring adherence to regulatory requirements and branch hours.