Private Client Banking Advisor for Affluent Clients

JPMorgan Chase & Co.; The Woodlands (TX); On-site; USD 55,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking. You will be the main contact for Chase’s affluent clients, managing their complete banking relationship with a proactive approach to grow balances.

You will acquire new clients through referrals and internal/external sources, coordinating with Specialists to meet complex financial needs and providing access to self-service options 24/7.

Qualifications

• 1+ year branch banking experience with revenue growth
• SIE, FINRA Series 6/7, and state licenses or must complete within 180 days
• Dodd-Frank/Truth in Lending Act compliance
• High school diploma or GED
• Ability to work weekends and some evenings

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible
• Actively manages banking relationships with an advice-based approach
• Partners with Specialists to connect clients to experts for specialized financial needs
• Makes lives of clients more convenient by enabling 24/7 access to accounts
• Adheres to policies, procedures, and regulatory banking requirements

Education

High school diploma

College degree

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking. You will be the main contact for Chase’s affluent clients, managing their complete banking relationship with a proactive approach to grow balances.

You will acquire new clients through referrals and internal/external sources, coordinating with Specialists to meet complex financial needs and providing access to self-service options 24/7.