Private Client Banking & Wealth Advisor

JPMorganChase

Houston (TX)

On-site

USD 65,000 - 95,000

Full time

3 days ago

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Job summary

JPMorganChase is seeking a Branch Banking Banker with a client-centric mindset to manage relationships and provide education and advice tailored to customers' financial needs. The role emphasizes building lasting relationships, offering the right products, and supporting customers and employees with a welcoming, inclusive approach.

This position requires adherence to banking regulations and ability to work flexible branch hours, including weekends and some evenings, with opportunities to partner

Qualifications

Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
Excellent communication skills.
Experience cultivating relationships with affluent clients.
Strong team orientation with a long-term career commitment to the firm.

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 for specialized financial needs.
Makes lives of clients more convenient by sharing and setting up self-service options access 24/7.
Adheres to policies, procedures, and regulatory banking requirements.

Education

College degree or military equivalent

High school degree, GED, or foreign equivalent

Job description

This position requires adherence to banking regulations and ability to work flexible branch hours, including weekends and some evenings, with opportunities to partner

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