Private Client Wealth Relationship Banker

JPMorgan Chase & Co.; Boston (MA); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in Boston seeks a Private Client Banker in Branch Banking who will be the primary contact for a select group of affluent clients, managing their complete banking relationship with a proactive, advisory approach.

You will collaborate with specialists to address complex financial needs, solicit referrals, and help clients access self-service options around the clock. The role requires weekend/evening hours and compliance with banking regulations.

Qualifications

• Experience acquiring and maintaining client relationships in financial services.
• Ability to work in a branch with a focus on affluent clients.
• Familiarity with FINRA/SEC requirements is preferred.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible
• Manages clients' banking relationship with advice-based approach
• Connects clients with specialists to meet complex financial needs
• Facilitates self-service access for clients' accounts
• Adheres to policies, procedures, and regulatory requirements

Skills

Relationship building

New client acquisition

Communication skills

Team collaboration

Regulatory compliance

Education

High school degree

College degree or military equivalent

Job description

JPMorgan Chase & Co. in Boston seeks a Private Client Banker in Branch Banking who will be the primary contact for a select group of affluent clients, managing their complete banking relationship with a proactive, advisory approach.

You will collaborate with specialists to address complex financial needs, solicit referrals, and help clients access self-service options around the clock. The role requires weekend/evening hours and compliance with banking regulations.