Private Client Banker: Wealth Advisory & Relationship Growth

JPMorgan Chase; Newburyport (MA); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers. You will manage their complete banking relationship, provide education and advice, and seek growth through referrals while upholding the firm’s standards.

You will collaborate with specialists to connect clients with experts for mortgage, investments, and complex financial needs, while encouraging self-service options for 24/7 access.

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• Experience in financial services with revenue generation and new client acquisition.
• Licensing and compliance knowledge as required by regulatory standards.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages client banking relationships with an advice-based approach.
• Partners with Specialists to connect clients with mortgage, wealth, and business experts.
• Promotes self-service options to access accounts 24/7.
• Adheres to banking policies, procedures, and regulatory requirements.

Skills

Relationship-building

Client acquisition

Communication skills

Team collaboration

Education

High school degree

College degree or military equivalent

Job description

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers. You will manage their complete banking relationship, provide education and advice, and seek growth through referrals while upholding the firm’s standards.

You will collaborate with specialists to connect clients with experts for mortgage, investments, and complex financial needs, while encouraging self-service options for 24/7 access.