Private Client Banking Advisor

JPMorgan Chase; Needham (MA); On-site; USD 70,000 - 100,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers, managing their complete banking relationship with an advice-based approach. You will help acquire new clients by soliciting referrals and developing internal and external sources.

You will partner with Specialists to connect clients to experts who can meet specialized financial needs and promote self-service options for 24/7 access.

Qualifications

• Demonstrated success using a relationship-oriented approach to acquire and deepen client relationships.
• Experience in new client acquisition and revenue generation in financial services.
• Strong communication skills and ability to educate clients on products and services.

Responsibilities

• Share the value of Chase Private Client with eligible clients.
• Manage clients' banking relationships with an advice-based approach to meet needs.
• Collaborate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with specialists.
• Enable convenient self-service options to access accounts 24/7.
• Adhere to banking policies, procedures and regulatory requirements.

Skills

Relationship-building

Client acquisition

Excellent communication

Financial services knowledge

Education

High school diploma/GED

Job description

JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers, managing their complete banking relationship with an advice-based approach. You will help acquire new clients by soliciting referrals and developing internal and external sources.

You will partner with Specialists to connect clients to experts who can meet specialized financial needs and promote self-service options for 24/7 access.