Private Wealth Director: Client Advisory Leader

Next Frontier Capital; Houston (TX); On-site; USD 120,000 - 190,000; Full time

Job summary

JPMorgan Chase & Co. in Houston seeks an experienced Private Banker to advise high‑net‑worth families on wealth building, preservation, and balance sheet management. You will leverage investments, credit and banking products while growing assets and deepening client relationships.

The role partners with internal specialists and a broad institutional platform to deliver holistic financial guidance. A strong network and proven sales record are essential.

Qualifications

• Experience in private banking or financial services.
• Bachelor's degree required; licenses (Series 7, 66) needed within 90 days if unlicensed at start.
• Strong sales track record and business acumen.
• Develop and leverage a local client network to grow assets.
• Focus on client experience and holistic wealth solutions.

Responsibilities

• Manage and maintain client relationships with trust and targeted advice.
• Generate business results and acquire new assets from existing and new clients.
• Advise on balance sheet, investments, wealth planning, credit and banking needs.
• Collaborate with internal specialists to provide interdisciplinary expertise.
• Connect clients across lines of JPMorgan Chase & Co. offerings.
• Ensure solutions meet short-, mid-, and long-term client goals.

Skills

Private Banking experience

Sales success

Client-focused

Strong business acumen

Established network

Licensing: Series 7

Licensing: Series 66

Education

Bachelor's Degree

MBA, CFA, CFP preferred

Job description

JPMorgan Chase & Co. in Houston seeks an experienced Private Banker to advise high‑net‑worth families on wealth building, preservation, and balance sheet management. You will leverage investments, credit and banking products while growing assets and deepening client relationships.

The role partners with internal specialists and a broad institutional platform to deliver holistic financial guidance. A strong network and proven sales record are essential.