Private Client Banker: Wealth & Relationship Lead

JPMorganChase; Weston (MA); In loco; USD 60.000 - 90.000; Tempo pieno

Vantaggi offerti da questo lavoro

Comprehensive healthcare coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Descrizione del lavoro

A major financial services firm in Weston, MA is hiring a Private Client Banker. This role involves managing affluent client relationships, providing tailored advice, and ensuring compliance with financial regulations. Successful candidates will have strong relationship-building skills, relevant experience in banking, and the ability to adhere to required certifications. Benefits include healthcare coverage, retirement plans, and more. Join our mission to support diverse financial needs within the community.

Competenze

• 1+ year experience in Branch Banking or equivalent, with a focus on client acquisition.
• SIE exam and relevant state registration required within 180 days of starting.
• Ability to work branch hours, including weekends and some evenings.

Mansioni

• Manage banking relationship for affluent clients.
• Actively solicit referrals to acquire new clients.
• Ensure clients receive the best products and services.

Conoscenze

Relationship-oriented approach

Client acquisition

Compliance with Dodd Frank/Truth in Lending Act

Excellent communication skills

Formazione

High school degree, GED, or foreign equivalent

College degree or military equivalent

Descrizione del lavoro

A major financial services firm in Weston, MA is hiring a Private Client Banker. This role involves managing affluent client relationships, providing tailored advice, and ensuring compliance with financial regulations. Successful candidates will have strong relationship-building skills, relevant experience in banking, and the ability to adhere to required certifications. Benefits include healthcare coverage, retirement plans, and more. Join our mission to support diverse financial needs within the community.