Private Client Banking Advisor - Wealth Relationships

JPMorgan Chase & Co.; Southlake (TX); On-site; USD 65,000 - 95,000; Full time

Job summary

JPMorgan Chase & Co. in Texas seeks a Private Client Banker to manage a select group of affluent clients, guiding their banking needs with an advice-based approach. You will develop relationships, acquire new clients, and collaborates with Specialists to meet complex financial needs.

This role requires building trust, delivering personalized education, and maintaining strict regulatory compliance, including licensing requirements and the SAFE Act/NMLS process. Weekend/evening hours may apply.

Qualifications

• 1+ year Branch Banking Banker or equivalent experience in financial services with success in new client acquisition and revenue generation.
• SIE exam, FINRA Series 6/7, state licenses or must complete within 180 days of starting.
• Compliance with Dodd-Frank/TILA requirements.
• High school diploma or GED.
• Ability to work branch hours, including weekends and some evenings.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible.
• Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services.
• Partners with Specialists to connect customers to experts for specialized financial needs.
• Makes lives of clients more convenient by setting up self-service access to accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship sales

Client acquisition

Financial services

Regulatory compliance

Education

High school diploma

College degree

Tools

NMLS registration

Job description

JPMorgan Chase & Co. in Texas seeks a Private Client Banker to manage a select group of affluent clients, guiding their banking needs with an advice-based approach. You will develop relationships, acquire new clients, and collaborates with Specialists to meet complex financial needs.

This role requires building trust, delivering personalized education, and maintaining strict regulatory compliance, including licensing requirements and the SAFE Act/NMLS process. Weekend/evening hours may apply.