Affluent Client Banker & Wealth Advisor

JPMorganChase; Boston (MA); On-site; USD 70,000 - 100,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve as the main contact for Chase Private Client customers, managing their banking relationships and driving growth across products and services.

You will collaborate with specialists to connect clients with experts for tailored financial needs, and promote self-service options to deliver convenient 24/7 access while maintaining strict adherence to banking regulations.

Qualifications

• 1+ year Branch Banking Banker or equivalent experience in financial services
• SIE exam and FINRA Series 6/7 and licenses required within 180 days of start
• Compliance with Dodd Frank/Truth in Lending Act
• Work hours including weekends and some evenings

Responsibilities

• Act as main point of contact for Chase Private Client customers
• Manage banking relationships and growth in client balances
• Collaborate with Specialists to connect clients to experts
• Promote self-service options to clients for 24/7 access
• Adhere to all banking policies, procedures and regulatory requirements

Skills

Relationship management

New client acquisition

Regulatory compliance

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve as the main contact for Chase Private Client customers, managing their banking relationships and driving growth across products and services.

You will collaborate with specialists to connect clients with experts for tailored financial needs, and promote self-service options to deliver convenient 24/7 access while maintaining strict adherence to banking regulations.