Private Client Banker - Mockingbird - 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 at our Mockingbird branch in Dallas, TX, you will play a pivotal role in delivering exceptional wealth management services to a select group of high-value Chase Private Clients. This position combines the artistry of personalized banking with the precision of financial expertise, serving as the trusted advisor for clients' comprehensive needs—from everyday banking to sophisticated investment strategies. You will thrive in a dynamic branch environment, leveraging JPMorgan Chase's vast resources to help clients achieve their financial goals while contributing to the firm's reputation for excellence in the competitive Dallas market. Your day-to-day responsibilities will center on building deep, enduring relationships with clients in the vibrant Mockingbird area and surrounding communities. You will conduct in-depth financial planning sessions, recommend bespoke solutions such as customized lending, retirement planning, and estate strategies, and collaborate with JPMorgan Chase's network of specialists, including investment advisors and mortgage experts. By staying attuned to market dynamics and client life events, you will proactively identify opportunities to enhance their portfolios, all while ensuring adherence to the highest standards of compliance and risk management that define our institution. We seek passionate professionals who embody JPMorgan Chase's core values of integrity, innovation, and client-centricity. In this role, you will not only drive revenue growth through targeted sales initiatives but also foster loyalty in a diverse clientele, contributing to the firm's mission of powering the progress of individuals and communities. Join us at the Mockingbird branch to advance your career in private banking, surrounded by a supportive team and unparalleled professional development opportunities at one of the world's most admired financial organizations.

Key Responsibilities

• Serve as the primary point of contact for a portfolio of Chase Private Clients, providing personalized banking, investment, and lending advice
• Conduct comprehensive financial needs assessments to recommend tailored solutions including deposits, loans, credit cards, and investment products
• Build and maintain long-term relationships with clients through proactive outreach, regular reviews, and customized service plans
• Collaborate with branch teams and specialists to deliver holistic wealth management strategies aligned with JPMorgan Chase's offerings
• Drive business growth by identifying cross-selling opportunities and achieving sales targets for banking and investment services
• Ensure compliance with all regulatory requirements, including KYC, AML, and securities regulations
• Educate clients on digital tools, market trends, and risk management to enhance their financial well-being
• Monitor client portfolios and provide timely updates on economic conditions and investment performance
• Participate in community events in the Mockingbird area to expand Chase's presence and client base
• Maintain accurate records in CRM systems and adhere to JPMorgan Chase's risk management protocols

Required Qualifications

• Bachelor's degree or equivalent experience in finance, business, or a related field
• At least 2 years of experience in financial services, retail banking, or client-facing roles
• Active Series 6, 7, and 66 securities licenses (or willingness to obtain within 120 days)
• Valid Life, Accident, and Health insurance license (or ability to obtain)
• Strong understanding of banking products, investment solutions, and wealth management services
• Proven track record of meeting or exceeding sales and client satisfaction goals
• Ability to work in a fast-paced branch environment in Dallas, TX

Preferred Qualifications

• Advanced certifications such as CFP or CFA
• Experience with high-net-worth client portfolios at a major financial institution
• Bilingual proficiency in English and Spanish, given the diverse Dallas community
• Previous role in private banking or wealth advisory services
• Familiarity with JPMorgan Chase's digital banking platforms and tools

Required Skills

• Financial analysis and portfolio management
• Client relationship building and retention
• Sales and negotiation techniques
• Knowledge of investment products (stocks, bonds, mutual funds)
• Regulatory compliance (SEC, FINRA rules)
• Digital banking platform proficiency (e.g., Chase Mobile App)
• Risk assessment and credit underwriting
• Communication and presentation skills
• Problem-solving and decision-making
• Time management in a high-volume environment
• Team collaboration and leadership
• Data analysis using CRM tools like Salesforce
• Customer service excellence
• Market trend analysis
• Ethical judgment in financial advising

Benefits

• Competitive base salary plus uncapped incentive compensation based on performance
• Comprehensive medical, dental, and vision insurance with multiple plan options
• 401(k) retirement savings plan with company match up to 5% of eligible pay
• Generous paid time off, including vacation, sick days, and parental leave
• Tuition reimbursement and professional development programs for certifications like CFP
• Employee stock purchase plan and access to JPMorgan Chase's wealth management resources
• Wellness programs including gym memberships, mental health support, and financial counseling
• Relocation assistance if applicable, plus commuter benefits for Dallas-based employees

JP Morgan Chase is an equal opportunity employer.