Private Client Banking Specialist - Growth & Advisory

JPMorganChase; Pearland (TX); On-site; USD 55,000 - 85,000; Full time

Job summary

JPMorgan Chase in Texas is seeking a Private Client Banker to manage a select group of affluent clients, handling their complete banking relationship with an advice-based approach and helping acquire new clients through referrals and internal partnerships.

This role requires a commitment to regulatory standards, weekend availability, and a focus on delivering personalized financial guidance. The Chase Private Client team emphasizes service, growth potential, and a client-centered culture.

Qualifications

• 1+ year Branch Banking Banker or equivalent experience in financial services
• Successful track record in acquiring, cultivating, and maintaining client relationships
• Compliance with Dodd-Frank/Truth in Lending Act
• High school diploma or GED or foreign equivalent
• 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 for their needs
• Partners with Specialists to connect customers to experts who can help them with specialized financial needs
• Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
• Adheres to policies, procedures, and regulatory banking requirements

Skills

Relationship management

Sales and new client acquisition

Regulatory compliance

Exceptional communication

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase in Texas is seeking a Private Client Banker to manage a select group of affluent clients, handling their complete banking relationship with an advice-based approach and helping acquire new clients through referrals and internal partnerships.

This role requires a commitment to regulatory standards, weekend availability, and a focus on delivering personalized financial guidance. The Chase Private Client team emphasizes service, growth potential, and a client-centered culture.