Senior Private Banker & Wealth Growth Leader

JPMorgan Chase & Co.; Boston (MA); On-site; USD 140,000 - 210,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Banker for its U.S. Private Bank in the Boston area. The role focuses on advising families on wealth, balance sheets, and comprehensive planning, with support from an institutional platform and cross-market collaboration.

The candidate should bring extensive private banking experience, a strong sales record, and the ability to leverage internal specialists to deliver holistic wealth solutions to clients.

Qualifications

• Fifteen plus years of work experience in Private Banking or Financial Services.
• Bachelor’s Degree required.
• Series 7, 66 licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date.
• Proven sales success and strong business acumen.
• Strong community presence with an established network.
• Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts.
• Focuses on the client experience and works tirelessly on the client’s behalf.

Responsibilities

• Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
• Generate business results and acquire new assets, both from existing client base and new client acquisition
• Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
• Partner with internal specialists to provide interdisciplinary expertise to clients when needed
• Connect your clients across all lines of business of J.P. Morgan Chase & Co.
• Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
• Strictly adhere to all risk and control policies, regulatory guidelines and security measures

Skills

Private Banking experience

Financial services sales

Client relationship management

Series 7/66 licenses

Bachelor's Degree

Education

Bachelor’s Degree

MBA or CFA or CFP preferred

Job description

JPMorgan Chase & Co. is seeking a Private Banker for its U.S. Private Bank in the Boston area. The role focuses on advising families on wealth, balance sheets, and comprehensive planning, with support from an institutional platform and cross-market collaboration.

The candidate should bring extensive private banking experience, a strong sales record, and the ability to leverage internal specialists to deliver holistic wealth solutions to clients.