Private Client Banker: Wealth Care & Client Growth

Fairygodboss; Boston (MA); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in Boston is seeking a Private Client Banker to serve a select group of affluent clients within the branch, managing their complete banking relationship and providing education and advice tailored to their financial needs.

The role involves partnering with specialists to connect clients to experts, encouraging self-service options, and complying with banking regulations; it requires 1+ year of branch banking experience and relevant licenses, with scheduling that includes

Qualifications

• Demonstrated success using a relationship-oriented approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent experience in financial services with revenue generation.
• SIE exam, FINRA Series 6/7 and state registrations required or completed within 180 days.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages client relationships with an advice-based approach to ensure appropriate products and services.
• Partners with Specialists to connect clients to experts for specialized needs.
• Educates clients on self-service options for 24/7 access.
• Adheres to banking policies, procedures, and regulatory requirements.

Skills

Relationship-building

Client acquisition

Financial services experience

Licensing & compliance

Education

High school diploma

Job description

JPMorgan Chase & Co. in Boston is seeking a Private Client Banker to serve a select group of affluent clients within the branch, managing their complete banking relationship and providing education and advice tailored to their financial needs.

The role involves partnering with specialists to connect clients to experts, encouraging self-service options, and complying with banking regulations; it requires 1+ year of branch banking experience and relevant licenses, with scheduling that includes