Wealth-Building Private Client Advisor

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

Job summary

JPMorgan Chase & Co. in Odessa, TX seeks a Private Client Banker in Branch Banking to manage the complete banking relationship for a select group of affluent clients, delivering education and advice tailored to their financial needs.

You will work with Specialists to connect clients to experts, solicit referrals, and provide a proactive, advice-based approach to growth while complying with banking regulations and branch hours, including some evenings and weekends.

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 commitment to long-term career with the firm.
• Regulatory compliance with banking requirements.

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 to access accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

relationship-building

excellent communication

new client acquisition

affluent client relationships

team orientation

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase & Co. in Odessa, TX seeks a Private Client Banker in Branch Banking to manage the complete banking relationship for a select group of affluent clients, delivering education and advice tailored to their financial needs.

You will work with Specialists to connect clients to experts, solicit referrals, and provide a proactive, advice-based approach to growth while complying with banking regulations and branch hours, including some evenings and weekends.