Wealth Private Client Banking Advisor

JPMorgan Chase & Co.; Houston (TX); On-site; USD 70,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. in Houston, TX is seeking a Private Client Banker to serve affluent clients and manage their banking relationships with an advice-based approach. This role emphasizes growth, referrals, and collaboration with Specialists to meet clients’ financial needs.

The position requires staying compliant with Dodd-Frank, NMLS; weekend/evening hours may apply; strong communication and relationship-building skills are essential for success and client satisfaction.

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation.
• Compliance with Dodd Frank/Truth in Lending Act and related regulatory requirements.
• National Mortgage Licensing System (NMLS) registration requirements and SAFE Act compliance.
• 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 & cross-selling

Communication skills

Financial knowledge

Education

High school diploma or GED

College degree preferred

Job description

JPMorgan Chase & Co. in Houston, TX is seeking a Private Client Banker to serve affluent clients and manage their banking relationships with an advice-based approach. This role emphasizes growth, referrals, and collaboration with Specialists to meet clients’ financial needs.

The position requires staying compliant with Dodd-Frank, NMLS; weekend/evening hours may apply; strong communication and relationship-building skills are essential for success and client satisfaction.