Elite Private Client Advisor — Boston

Testing Site - JPMC; Boston (MA); On-site; USD 120,000 - 180,000; Full time

Job summary

JPMorgan Chase’s Private Client team in Boston seeks a Relationship Manager to cultivate high-net-worth client relationships, provide bespoke financial guidance, and grow the client book with a broad range of banking and wealth services.

You will collaborate across lines, ensure rigorous risk controls, and deepen client engagement through proactive planning and thoughtful advice. This role emphasizes client service, business development, and ongoing advisory excellence.

Qualifications

• 10+ years in Financial Services or related advisory roles.
• Experience with affluent or complex client books is required.
• Strong ability to develop bespoke financial plans and maintain client trust.

Responsibilities

• Cultivate meaningful relationships with high-net-worth clients and deliver exceptional, personalized service.
• Collaborate with clients to understand needs and craft tailored financial solutions.
• Foster long-term banking and lending relationships while introducing wealth management services.
• Present JPMorgan Private Client value proposition to attract and retain clients.
• Share market insights and strategic guidance to earn client trust and business.

Skills

Relationship management

Business development

Financial analysis

Client service

Networking

Education

College degree

Job description

JPMorgan Chase’s Private Client team in Boston seeks a Relationship Manager to cultivate high-net-worth client relationships, provide bespoke financial guidance, and grow the client book with a broad range of banking and wealth services.

You will collaborate across lines, ensure rigorous risk controls, and deepen client engagement through proactive planning and thoughtful advice. This role emphasizes client service, business development, and ongoing advisory excellence.