Private Client Banker – Elite Wealth Advisor

JPMorgan Chase & Co.; Boston (MA); On-site; USD 65,000 - 105,000; Full time

Job summary

JPMorgan Chase & Co. in Boston seeks a Private Client Banker to manage a select group of affluent clients and oversee their complete banking relationships. You will cultivate growth by advising on tailored products and coordinating cross-functionally with specialists.

Will champion customer education, promote self-service access, and ensure compliance with bank policies and regulatory requirements, including weekend/evening hours as needed.

Qualifications

• Proven success building and deepening client relationships in financial services.
• 1+ year in Branch Banking with revenue generation and new client acquisition.
• Preparation to obtain SIE, Series 6/7, and state registrations within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act.
• High school diploma or equivalent.
• Willingness to work weekends and evenings.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages client relationships with an advice-based approach to provide best-fit products.
• Partners with Specialists to connect clients to experts for specialized needs.
• Makes banking more convenient by promoting self-service options 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship management

Branch Banking experience

New client acquisition

Regulatory knowledge (Dodd-Frank)

Licensing readiness (SIE/Series 6/7, •

Flexibility with hours

Education

High school diploma or equivalent

Job description

JPMorgan Chase & Co. in Boston seeks a Private Client Banker to manage a select group of affluent clients and oversee their complete banking relationships. You will cultivate growth by advising on tailored products and coordinating cross-functionally with specialists.

Will champion customer education, promote self-service access, and ensure compliance with bank policies and regulatory requirements, including weekend/evening hours as needed.