Private Client Banker: Wealth Relationships Lead

J.P. Morgan; Boston (MA); On-site; USD 70,000 - 100,000; Full time

Job summary

The Private Client Banker role in our Boston branch is the primary contact for a select group of Chase’s affluent clients, managing their full banking relationship with an advice-driven approach. You will acquire new clients by soliciting referrals and developing internal and external sources to grow deposits.

You will collaborate with Specialists to connect clients to experts, promote self-service options, and ensure compliance with banking regulations while delivering excellent service and

Qualifications

• Experience in acquiring and growing client relationships in financial services.
• 1+ year Branch Banking Banker or equivalent experience with revenue generation.
• SIE exam, FINRA Series 6/7, and state registrations (63/66) or must complete within 180 days.
• Compliance with Dodd Frank/Truth in Lending Act requirements.
• Adherence to policies, procedures, and regulatory banking requirements.
• Ability to work branch hours, including weekends and some evenings.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible.
• Actively manages their banking relationship through an advice-based approach.
• Partners with Specialists to connect customers to experts for specialized needs.
• Promotes self-service options to access accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Excellent communication skills

Experience cultivating relationships w

Strong team orientation

Ability to work branch hours

Education

High school degree / GED

College degree or military equivalent

Job description

The Private Client Banker role in our Boston branch is the primary contact for a select group of Chase’s affluent clients, managing their full banking relationship with an advice-driven approach. You will acquire new clients by soliciting referrals and developing internal and external sources to grow deposits.

You will collaborate with Specialists to connect clients to experts, promote self-service options, and ensure compliance with banking regulations while delivering excellent service and