Private Client Banker - Hillcrest and University - Dallas, TX

Location: Dallas, TX, United States

Job Family: Private Client Bankers

About the Role

At JPMorgan Chase, we are a leading global financial services firm with a rich history of innovation and client focus. As a Private Client Banker in the Hillcrest and University branches of Dallas, TX, you will play a pivotal role in delivering exceptional wealth management services to our Chase Private Client segment. This position involves serving as the trusted advisor for a select group of high-net-worth individuals, families, and businesses, helping them navigate complex financial landscapes with tailored solutions in investments, lending, and banking. You will embody our core values of integrity, excellence, and community engagement, contributing to the growth of our presence in the vibrant Dallas market while ensuring every client interaction reflects the premium service standard of JPMorgan Chase. Your day-to-day responsibilities will center on building lasting relationships and driving meaningful financial outcomes. You will conduct in-depth consultations to understand client goals, recommend personalized strategies such as diversified investment portfolios or customized lending options, and collaborate with specialists in areas like estate planning and philanthropy. In this client-facing role, you will also prospect for new opportunities within the local community, leveraging events and referrals to expand our client base. Compliance and ethical standards are paramount, as you ensure all advice aligns with regulatory frameworks from FINRA, SEC, and internal JPMorgan policies, safeguarding both client interests and firm reputation. We seek passionate professionals who thrive in a dynamic branch environment and are committed to holistic client success. This role offers the chance to advance within one of the world's most admired financial institutions, with opportunities for professional development through our renowned training programs. Join JPMorgan Chase in Dallas to make a tangible impact on clients' financial futures while advancing your career in private banking.

Key Responsibilities

• Serve as the primary point of contact for a portfolio of Chase Private Clients, providing personalized financial advice and solutions
• Identify client needs and recommend appropriate banking, investment, and lending products to meet short- and long-term goals
• Build and maintain deep relationships with high-net-worth individuals, businesses, and families in the Hillcrest and University areas of Dallas
• Collaborate with branch teams, specialists, and partners to deliver holistic wealth management services
• Drive business growth by prospecting new clients through referrals, community events, and networking in the local Dallas market
• Conduct financial planning reviews, including portfolio analysis, retirement strategies, and risk assessments
• Ensure compliance with all regulatory requirements, including FINRA and SEC guidelines
• Monitor client portfolios and provide proactive advice on market opportunities and economic trends
• Support branch operations by assisting walk-in customers and contributing to team sales targets
• Educate clients on digital tools and mobile banking to enhance their Chase experience

Required Qualifications

• Bachelor's degree or equivalent experience in finance, business, or related field
• At least 2 years of experience in financial services, retail banking, or client-facing roles
• Active Series 7 and 66 (or 63 and 65) securities licenses, or willingness to obtain within 120 days
• Valid Life, Accident, and Health insurance producer license, or ability to obtain
• Proven track record of meeting or exceeding sales and client service goals
• Strong understanding of financial products including investments, lending, and deposit solutions
• Ability to work in a branch environment serving high-net-worth clients

Preferred Qualifications

• 3+ years of experience as a banker or advisor in private banking or wealth management
• Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) designation
• Experience with JPMorgan Chase systems and tools
• Bilingual proficiency, particularly in Spanish, given the Dallas market
• Advanced knowledge of estate planning and trust services

Required Skills

• Financial analysis and portfolio management
• Client relationship building and retention
• Sales and negotiation techniques
• Knowledge of investment products (stocks, bonds, mutual funds)
• Understanding of lending solutions (mortgages, lines of credit)
• Regulatory compliance and risk management
• Communication and presentation skills
• Problem-solving and decision-making
• Time management and organizational abilities
• Proficiency in financial software (e.g., Bloomberg, CRM systems)
• Active listening and empathy for client needs
• Analytical thinking for market trend evaluation
• Team collaboration in a branch setting
• Digital literacy for online banking tools
• Cultural sensitivity in diverse Dallas communities

Benefits

• Comprehensive medical, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with company matching up to 5% of eligible pay
• Generous paid time off, including vacation, sick days, and parental leave
• Tuition reimbursement and professional development programs for career growth
• Employee stock purchase plan and performance-based bonuses
• Wellness programs including gym memberships and mental health support
• Flexible work arrangements and commuter benefits for Dallas-based employees
• Access to exclusive Chase employee perks, such as discounted financial products

JP Morgan Chase is an equal opportunity employer.