Private Client Banking Advisor for Affluent Clients

JPMorgan Chase & Co.; Waltham (MA); On-site; USD 52,000 - 78,000; Full time

Job summary

JPMorgan Chase & Co. in Massachusetts seeks a Private Client Banker in Branch Banking to manage affluent clients on the full banking relationship. You’ll work with specialists to connect clients to experts and promote self-service options for around-the-clock access.

The role emphasizes relationship-building, proactive referrals, and adherence to banking regulations. Weekend/evening hours are required as part of branch coverage.

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent experience in financial services.
• SIE exam, FINRA Series 6/7, state registrations (63/66 if required) completed within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act requirements.
• High school degree or GED.
• Ability to work branch hours, including weekends and some evenings.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible.
• Manages banking relationships with an advice-based approach to optimize products and services.
• Partners with Specialists to connect clients to experts for specialized needs.
• Enables self-service access for clients 24/7.
• Follows policies, procedures, and regulatory banking requirements.

Skills

Relationship building

Banking experience

Licensing (SIE/Series 6/7)

Regulatory compliance

Policy adherence

Flexibility

Education

High school degree or GED

College degree or military equivalent

Job description

JPMorgan Chase & Co. in Massachusetts seeks a Private Client Banker in Branch Banking to manage affluent clients on the full banking relationship. You’ll work with specialists to connect clients to experts and promote self-service options for around-the-clock access.

The role emphasizes relationship-building, proactive referrals, and adherence to banking regulations. Weekend/evening hours are required as part of branch coverage.