Private Client Banker: Wealth Relationship Advisor

J.P. Morgan; Burlington (MA); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health care coverage

On-site wellness centers

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase in the Branch Banking segment seeks a Private Client Banker to be the primary contact for a select group of Chase’s affluent clients and other customers. You will manage their complete banking relationship using a proactive, advice-based approach to offer the best products and services.

You will help acquire new clients by soliciting referrals and building internal and external networks, and you will coordinate with Specialists to connect clients with experts for specialized

Qualifications

• 1+ year branch banking or equivalent experience with success in acquiring clients and generating revenue
• SIE exam, FINRA Series 6/7, and state registrations required or completed within 180 days
• Compliance with Dodd-Frank/Truth in Lending Act requirements
• High school diploma or GED or foreign equivalent

Responsibilities

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

Skills

Relationship-building

New client acquisition

Regulatory compliance

Communication skills

Financial services experience

Education

High school diploma or GED

Job description

JPMorgan Chase in the Branch Banking segment seeks a Private Client Banker to be the primary contact for a select group of Chase’s affluent clients and other customers. You will manage their complete banking relationship using a proactive, advice-based approach to offer the best products and services.

You will help acquire new clients by soliciting referrals and building internal and external networks, and you will coordinate with Specialists to connect clients with experts for specialized