Private Client Banker - Uptown Park - 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 rich history of innovation and client focus, serving millions of consumers, small businesses, and many of the world's most prominent corporate, institutional, and government clients. As a Private Client Banker at our Uptown Park branch in Houston, TX, you will play a pivotal role in delivering exceptional wealth management and banking services to a select group of Chase Private Clients. This position combines the prestige of personalized advisory services with the energy of a dynamic branch environment, where you will act as the trusted advisor for affluent clients seeking comprehensive financial solutions tailored to their unique goals. Your day-to-day responsibilities will include cultivating deep relationships with high-net-worth individuals and families in the vibrant Houston community, conducting in-depth financial planning sessions, and recommending a suite of JPMorgan Chase products such as customized investment portfolios, jumbo mortgages, business lending, and premium deposit accounts. You will collaborate closely with our branch team to ensure seamless service delivery, from routine transactions to complex wealth strategies, while proactively identifying opportunities to grow client assets under management. Compliance and ethical standards are paramount, and you will navigate regulatory landscapes with expertise to protect both clients and the firm. We value professionals who thrive in a fast-paced, client-centric setting and are passionate about helping clients achieve financial success. This role offers the chance to leverage JPMorgan Chase's global resources, cutting-edge technology, and extensive market insights to make a meaningful impact. If you are driven by relationship-building, financial acumen, and a commitment to excellence, join our team in Uptown Park and contribute to the legacy of 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 financial advice and solutions
• Identify client needs and recommend appropriate products such as investment strategies, mortgages, credit solutions, and deposit accounts
• Build and maintain long-term relationships with high-net-worth individuals, businesses, and families in the Uptown Park area of Houston
• Collaborate with branch teams, including tellers and specialists, to deliver seamless customer experiences and resolve complex inquiries
• Drive business growth by prospecting new clients through referrals, community events, and networking in the local Houston market
• Conduct financial reviews and planning sessions to help clients achieve goals like retirement planning, wealth preservation, and estate strategies
• Ensure compliance with all regulatory requirements, including FINRA, SEC, and internal JPMorgan Chase policies
• Monitor client portfolios and provide proactive updates on market conditions, opportunities, and risks
• Participate in branch operations, including opening accounts, processing transactions, and supporting daily banking needs
• Contribute to team goals by mentoring junior staff and sharing best practices in client service excellence

Required Qualifications

• Bachelor's degree or equivalent work experience in finance, business, or related field
• At least 2 years of experience in client-facing roles within financial services or banking
• Active and in good standing with the Securities Industry Essentials (SIE) and Series 6 or 7 licenses
• Valid State-specific life insurance license, or ability to obtain within 60 days
• Proven track record of meeting or exceeding sales and service goals in a retail banking environment
• Strong understanding of financial products including investments, lending, and deposit solutions
• Ability to work in a branch setting in Houston, TX, with flexible hours including some evenings and weekends

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• 3+ years of experience as a Private Banker or Wealth Management Advisor at a major financial institution
• Bilingual proficiency in English and Spanish, given the diverse client base in Houston
• Experience with JPMorgan Chase systems and tools, or similar enterprise banking platforms
• Demonstrated success in growing client portfolios through relationship-building in affluent markets

Required Skills

• Financial analysis and portfolio management
• Client relationship building and retention
• Sales and consultative selling techniques
• Knowledge of investment products and markets
• Regulatory compliance and risk management
• Active listening and empathy in client interactions
• Problem-solving and decision-making under pressure
• Proficiency in financial software like Bloomberg or JPMorgan proprietary tools
• Communication, both verbal and written, for presentations and reports
• Time management and organizational skills
• Adaptability to changing market conditions
• Team collaboration and leadership
• Data analysis for client needs assessment
• Ethical judgment in financial advising
• Networking and business development

Benefits

• Comprehensive medical, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with up to 5% company match and immediate vesting
• Generous paid time off, including vacation, sick days, and parental leave
• Annual performance-based bonuses and incentive compensation tied to client satisfaction and growth
• Professional development opportunities, including tuition reimbursement and access to JPMorgan Chase's internal training programs
• Employee stock purchase plan and financial wellness resources
• Wellness programs with gym memberships, mental health support, and onsite fitness facilities
• Relocation assistance for eligible roles and commuter benefits for Houston-based employees

JP Morgan Chase is an equal opportunity employer.