Private Client Banking Advisor

Aumni; Boston (MA); Sur place; USD 90 000 - 130 000; Plein temps

Résumé du poste

JPMorgan Chase & Co. is seeking a Private Client Banker in Boston to manage relationships with affluent clients and drive balance growth. You will actively solicit referrals and collaborate with specialists to provide tailored financial solutions, while promoting convenient self-service tools.

The role emphasizes regulatory compliance, strong communication, and a long-term commitment to clients and team success.

Qualifications

• Proven ability to acquire and deepen client relationships.
• 1+ year in branch banking or equivalent with revenue generation.
• Regulatory and compliance awareness for financial products.

Responsabilités

• Manage relationship with a select group of affluent clients.
• Solicit referrals and develop internal/external sources.
• Collaborate with specialists to connect clients with experts.
• Promote self-service options and ensure regulatory compliance.
• Adhere to bank policies and operational procedures.

Connaissances

Relationship building

Sales skills

Customer service

Communication skills

Formation

High school diploma

College degree

Description du poste

JPMorgan Chase & Co. is seeking a Private Client Banker in Boston to manage relationships with affluent clients and drive balance growth. You will actively solicit referrals and collaborate with specialists to provide tailored financial solutions, while promoting convenient self-service tools.

The role emphasizes regulatory compliance, strong communication, and a long-term commitment to clients and team success.