Private Client Banker- River Oaks-Houston, TX

Location: Houston, 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 banking and investment solutions. As a Private Client Banker in our River Oaks branch in Houston, TX, you will play a pivotal role in delivering exceptional service to a select group of high-net-worth Chase Private Clients while also supporting branch customers. This position combines relationship management, financial advising, and sales expertise to provide personalized banking experiences that align with JPMorgan's reputation for excellence in private banking. You will work in a dynamic, upscale environment serving affluent clients in the vibrant Houston community, leveraging the full breadth of JPMorgan's resources to offer everything from everyday banking to sophisticated wealth strategies. Your day-to-day responsibilities will focus on building deep, trust-based relationships with clients, conducting thorough financial reviews, and recommending customized products such as premium checking accounts, jumbo mortgages, investment portfolios, and estate planning services. You will collaborate with teams across JPMorgan's Private Bank, Asset Management, and Commercial Banking divisions to ensure seamless delivery of holistic solutions. In addition to client-facing duties, you will contribute to branch operations by assisting walk-in customers, identifying growth opportunities, and upholding the highest standards of compliance and risk management in line with FINRA, SEC, and internal JPMorgan policies. Success in this role requires a passion for financial services and the ability to thrive in a goal-oriented setting where client satisfaction drives performance. JPMorgan Chase offers a supportive culture that values diversity, inclusion, and professional growth, making this an ideal opportunity for driven individuals to advance their career in private banking. Located in the prestigious River Oaks neighborhood, you will engage with a sophisticated clientele while benefiting from Houston's booming economy and cultural richness. If you are a results-oriented professional with a knack for personalized service, join us to make a meaningful impact on clients' financial journeys at one of the world's most admired financial institutions.

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, mortgages, and investment products
• Build and maintain long-term relationships with high-net-worth individuals, families, and businesses in the River Oaks area
• Collaborate with JPMorgan specialists in wealth management, estate planning, and philanthropy to deliver holistic financial strategies
• Drive business growth by identifying cross-selling opportunities and achieving sales targets for banking and investment services
• Ensure compliance with all JPMorgan policies, federal regulations, and risk management protocols in client interactions
• Participate in community events and networking in Houston to expand client referrals and enhance brand presence
• Monitor client portfolios and provide proactive advice on market trends, economic conditions, and portfolio adjustments
• Handle branch customer inquiries and resolve issues to maintain high satisfaction levels for both Private Clients and general branch visitors
• Mentor junior staff and contribute to team goals in the River Oaks branch operations

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• At least 3 years of experience in financial services, preferably in retail banking or wealth management
• Active Series 6, Series 7, and Series 66 securities licenses, or willingness to obtain within 120 days
• Strong understanding of banking products, investment solutions, and credit services
• Proven track record in client relationship management and sales in a high-net-worth environment
• Ability to work in a branch setting in Houston, TX, with flexible hours including some evenings and weekends
• Compliance with all regulatory requirements, including FINRA and SEC standards

Preferred Qualifications

• Advanced degree or certification such as CFP (Certified Financial Planner) or CFA
• 5+ years of experience serving high-net-worth clients in private banking
• Bilingual proficiency in English and Spanish, given the diverse client base in Houston
• Experience with JPMorgan Chase systems and tools, such as client relationship management software
• Previous leadership role in financial advisory or branch operations

Required Skills

• Financial analysis and portfolio management
• Client relationship building and retention
• Sales and negotiation techniques
• Knowledge of investment products and securities
• Regulatory compliance and risk assessment
• Proficiency in financial software like Bloomberg or JPMorgan proprietary tools
• Excellent verbal and written communication
• Problem-solving and decision-making under pressure
• Time management and organizational skills
• Empathy and active listening for client needs
• Data analysis for financial planning
• Networking and business development
• Adaptability to market changes
• Team collaboration and leadership
• Digital literacy in CRM systems and online banking platforms

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance with employer contributions
• 401(k) retirement savings plan with generous company matching
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement and access to JPMorgan's internal training academy
• Employee stock purchase plan and financial wellness resources
• Wellness programs with gym memberships, mental health support, and onsite fitness facilities
• Relocation assistance if applicable, plus commuter benefits for Houston-based employees

JP Morgan Chase is an equal opportunity employer.