Private Client Relationship Banker

Next Frontier Capital; Boston (MA); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in Boston is seeking a Private Client Banker to manage a select group of affluent clients and branch customers.

You will nurture relationships, provide tailored financial advice, and grow client balances while referring complex needs to specialists. The role requires adherence to regulatory requirements, licensing where applicable, and flexible work hours including weekends and some evenings.

Qualifications

• Demonstrated success using a relationship-oriented approach to acquire and deepen client relationships.
• Experience in banking or financial services showing revenue generation and new client acquisition.
• Compliance with licensing (SIE, FINRA 6/7) and state registrations; or completion within 180 days.

Responsibilities

• Share the value of Chase Private Client with eligible clients.
• Manage banking relationships with an advice-based approach to tailor products and services.
• Collaborate with Specialists to connect clients to experts for complex needs.
• Facilitate self-service options for clients 24/7 access.
• Adhere to banking policies and regulatory requirements.

Skills

Excellent communication skills

Relationship building

Education

College degree or military equivalent

High school diploma or GED

Job description

JPMorgan Chase & Co. in Boston is seeking a Private Client Banker to manage a select group of affluent clients and branch customers.

You will nurture relationships, provide tailored financial advice, and grow client balances while referring complex needs to specialists. The role requires adherence to regulatory requirements, licensing where applicable, and flexible work hours including weekends and some evenings.