Private Client Banker: Wealth Advisory & Relationships

Testing Site - JPMC; Medford (MA); On-site; USD 70,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker to manage the banking relationship for affluent clients in our branch network. You will deliver tailored education and advice while driving growth across Chase products and services.

The role emphasizes proactive client engagement, collaboration with specialists, and a commitment to regulatory compliance. Weekend/evening hours may be required depending on branch needs.

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 verifiable success in new client acquisition.
• Compliance with Dodd Frank/Truth in Lending Act requirements and licensing prerequisites.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible.
• Acts as main point of contact and manages banking relationships across Chase products.
• Partners with Specialists to connect customers to experts for specialized financial needs.
• Promotes self-service options to access accounts 24/7.
• Adheres to banking policies, procedures, and regulatory requirements.

Skills

Relationship management

Affluent client experience

Communication skills

Team oriented

Education

High school degree or GED

College degree or military equivalent

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker to manage the banking relationship for affluent clients in our branch network. You will deliver tailored education and advice while driving growth across Chase products and services.

The role emphasizes proactive client engagement, collaboration with specialists, and a commitment to regulatory compliance. Weekend/evening hours may be required depending on branch needs.