Private Client Banker II - SB - Congress and Mary - Austin TX

Location: Austin, TX, United States

Job Family: Private Client Bankers

About the Role

At JPMorgan Chase, we are a leading global financial services firm with a commitment to helping our clients achieve their financial goals through innovative solutions and exceptional service. As a Private Client Banker II at our Congress and Mary branch in Austin, TX, you will play a pivotal role in serving a select group of Chase Private Clients—high-net-worth individuals seeking comprehensive wealth management. This position involves being the trusted advisor for these clients, managing their everyday banking needs while uncovering opportunities to deepen relationships and introduce advanced financial products tailored to the dynamic Austin market, including tech-driven wealth growth and real estate investments. Your day-to-day responsibilities will include conducting in-depth financial consultations, recommending personalized solutions such as investment portfolios, home lending options, and liquidity management strategies, all while ensuring adherence to JPMorgan Chase's high standards of integrity and compliance. You will collaborate closely with branch colleagues, wealth advisors, and specialists to deliver a seamless client experience, leveraging Chase's proprietary tools and market insights to provide proactive advice. Success in this role requires a passion for client success, the ability to thrive in a collaborative branch environment, and a drive to exceed sales targets that contribute to the overall growth of our Private Banking division in Texas. JPMorgan Chase offers a supportive culture with robust training programs to help you advance your career in financial services. This role is ideal for professionals with a solid foundation in banking who are eager to build lasting client relationships in one of the fastest-growing cities in the U.S. Join us to make a meaningful impact on clients' financial journeys while benefiting from our global resources and commitment to diversity and inclusion.

Key Responsibilities

• Serve as the primary point of contact for a portfolio of Chase Private Clients, providing personalized financial advice and solutions
• Identify and pursue new business opportunities by deepening relationships with existing clients and referring qualified leads to Chase Wealth Management
• Conduct comprehensive financial needs assessments to recommend appropriate products like mortgages, investments, and credit solutions
• Collaborate with branch teams to ensure seamless client experiences and resolve complex inquiries
• Maintain compliance with all regulatory standards and JPMorgan Chase policies in all client interactions
• Track and report on client portfolio performance, sales goals, and satisfaction metrics
• Educate clients on digital banking tools and Chase-specific offerings to enhance their financial wellness
• Participate in community events in Austin to build brand awareness and network with potential high-net-worth clients
• Monitor market trends and provide proactive advice to help clients achieve their financial goals

Required Qualifications

• Bachelor's degree or equivalent experience in finance, business, or related field
• At least 2-3 years of experience in client-facing roles within financial services, preferably in private banking or wealth management
• Active and in good standing with state and federal regulatory licensing requirements, including Series 6, 7, and 66 (or willingness to obtain)
• Proven track record of meeting or exceeding sales and client service targets in a banking environment
• Strong understanding of financial products such as investments, loans, and deposit accounts
• Excellent communication and relationship-building skills with high-net-worth individuals
• Ability to work in a fast-paced branch setting in Austin, TX

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience with JPMorgan Chase systems and products
• Bilingual proficiency, particularly in Spanish, given the Austin market demographics
• Prior leadership experience in mentoring junior bankers or team coordination
• Knowledge of local Austin economic trends and real estate market

Required Skills

• Financial analysis and product knowledge
• Client relationship management
• Sales and negotiation techniques
• Regulatory compliance awareness
• Digital banking platform proficiency
• Risk assessment and management
• Active listening and empathy
• Problem-solving and decision-making
• Time management and organization
• Team collaboration and leadership
• Presentation and public speaking
• Data analysis using tools like Excel
• Adaptability to market changes
• Ethical judgment in financial advising
• Cultural sensitivity for diverse client base

Benefits

• Competitive base salary plus uncapped incentive compensation based on performance
• Comprehensive health, dental, and vision insurance with multiple plan options
• 401(k) retirement savings plan with generous company matching contributions
• Paid time off including vacation, sick days, and parental leave
• Professional development programs and tuition reimbursement for certifications
• Employee stock purchase plan and access to financial wellness resources
• On-site fitness centers or gym reimbursements at select locations
• JPMorgan Chase Foundation matching for charitable donations

JP Morgan Chase is an equal opportunity employer.