Private Client Banker: Relationship & Wealth Advisor

JPMorgan Chase; New Bedford (MA); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase in New Bedford, MA seeks a Private Client Banker to manage affluent clients' banking relationships with an advice-based approach. You will coordinate with Specialists to meet complex financial needs while ensuring 24/7 self-service access and strict regulatory compliance.

The role requires a strong track record in client acquisition, excellent communication, and willingness to work weekend/evening hours as part of branch operations.

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent experience in financial services with successful client acquisition and revenue generation.
• SIE exam and FINRA Series 6/7 and state registration (63/66 if required) or must complete within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.
• High school degree, GED, or foreign equivalent.
• Adherence to policies, procedures, and regulatory banking requirements.
• Ability to work branch hours, including weekends and some evenings.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible.
• Actively manages their banking relationship through an advice-based approach to provide the best products and services for their needs.
• Partners with Specialists to connect customers to experts for specialized financial needs.
• Makes clients’ lives more convenient by enabling self-service options 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

New client acquisition

Sales focus

Communication skills

Regulatory compliance

Education

High school / GED

Job description

JPMorgan Chase in New Bedford, MA seeks a Private Client Banker to manage affluent clients' banking relationships with an advice-based approach. You will coordinate with Specialists to meet complex financial needs while ensuring 24/7 self-service access and strict regulatory compliance.

The role requires a strong track record in client acquisition, excellent communication, and willingness to work weekend/evening hours as part of branch operations.