Private Client Banker-Southbelt Branch- Vietnamese Bilingual Preferred-Houston, TX

Location: Houston, TX, United States

Job Family: Private Client Bankers

About the Role

At JP Morgan Chase, we are a leading global financial services firm committed to helping clients achieve their financial aspirations through innovative banking solutions. As a Private Client Banker at our Southbelt Branch in Houston, TX, you will be the trusted advisor for a select group of Chase Private Clients and branch customers, delivering personalized service that sets us apart in the competitive financial services industry. This role is ideal for a bilingual professional fluent in Vietnamese and English, enabling you to connect deeply with Houston's diverse communities. You will leverage JP Morgan's vast resources to provide holistic financial advice, from everyday banking to sophisticated wealth management, all while fostering long-term relationships that drive client loyalty and business growth. In this client-centric position, your days will involve engaging with high-value clients to understand their unique needs, recommending tailored products like premium deposit accounts, home lending solutions, and investment strategies through our J.P. Morgan Wealth Management platform. You will collaborate with branch colleagues and specialists to ensure seamless service delivery, while actively pursuing opportunities to expand client portfolios. Compliance is paramount; you will adhere to strict regulatory standards, including those set by the SEC and FDIC, to protect both clients and the firm. With a focus on the Southbelt area, you will also participate in local outreach to build JP Morgan's presence in underserved communities. Joining JP Morgan Chase means becoming part of a prestigious institution known for its stability, innovation, and commitment to employee success. We offer robust training programs to hone your expertise in financial services, along with competitive compensation and benefits that support your professional and personal growth. If you are passionate about finance, excel in relationship-building, and thrive in a dynamic branch environment, this Private Client Banker role provides the platform to advance your career while making a meaningful impact on clients' financial journeys in Houston.

Key Responsibilities

• Serve as the primary point of contact for a portfolio of Chase Private Clients, providing personalized banking and wealth management solutions
• Conduct comprehensive financial needs assessments to recommend tailored products such as checking/savings accounts, mortgages, credit cards, and investment options
• Develop and deepen client relationships through proactive outreach, regular check-ins, and customized advice to help clients achieve their financial goals
• Collaborate with branch teams and specialists to deliver holistic financial planning, including referrals to JP Morgan advisors for investment and retirement strategies
• Drive branch growth by identifying cross-selling opportunities and achieving sales targets for deposits, loans, and advisory services
• Ensure compliance with all federal and state regulations, including anti-money laundering (AML) and know-your-customer (KYC) protocols
• Educate clients on digital banking tools and Chase mobile app features to enhance their banking experience
• Participate in community events in Southbelt, Houston, to build brand awareness and attract new clients, with a focus on Vietnamese-speaking communities
• Monitor client portfolios for life events or market changes, offering timely advice to mitigate risks and seize opportunities
• Maintain accurate records in JP Morgan's CRM systems and prepare reports on client interactions and performance metrics

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• At least 2 years of experience in financial services, retail banking, or client-facing roles
• Active and in good standing with state banking and/or insurance license requirements
• Proven track record of meeting or exceeding sales and service goals in a banking environment
• Strong understanding of financial products including deposits, loans, investments, and wealth management
• Ability to build and maintain long-term client relationships
• Compliance with all regulatory requirements and internal policies of JP Morgan Chase

Preferred Qualifications

• Bilingual proficiency in Vietnamese and English
• Experience working with diverse client populations in the Houston area
• Series 7 and 66 licenses or equivalent
• Prior role in private banking or high-net-worth client services at a major financial institution
• Knowledge of local economic trends and community networks in Southbelt, Houston

Required Skills

• Financial analysis and product knowledge
• Client relationship management
• Sales and negotiation techniques
• Regulatory compliance and risk management
• Bilingual communication in Vietnamese and English
• CRM software proficiency (e.g., Salesforce or equivalent)
• Digital banking and fintech tools
• Problem-solving and decision-making
• Active listening and empathy
• Time management and organization
• Presentation and public speaking
• Data analysis for client insights
• Team collaboration and leadership
• Cultural sensitivity for diverse clients
• Adaptability to market changes

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive medical, dental, and vision insurance plans 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 and tuition reimbursement for certifications like CFP or Series 7
• Employee stock purchase plan and access to JP Morgan's wealth management resources
• Wellness programs including gym memberships, mental health support, and financial counseling
• Flexible work arrangements and commuter benefits for Houston-based employees

JP Morgan Chase is an equal opportunity employer.