Senior Private Banker — Wealth Strategy & Advisory

Next Frontier Capital; Boston (MA); On-site; USD 150,000 - 190,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Banker for its U.S. Private Bank in the Boston area. You will advise families on building, preserving and managing wealth, leveraging investments, planning, credit and banking to serve current clients and attract new assets.

Join a team backed by a robust institutional platform, aiming to deliver exceptional client experiences while navigating risk and regulatory requirements. A strong network and proven sales success are highly valued.

Qualifications

• Six plus years of work experience in Private Banking or Financial Services.
• Bachelor’s Degree required.
• Series 7, 66 and Insurance licenses required; 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

Sales acumen

Relationship building

Client-focused approach

Communication skills

Presentation skills

Networking

Time management

Education

Bachelor’s Degree

MBA / CFA / CFP preferred

Tools

Series 7 license

Series 66 license

Insurance licenses

Job description

JPMorgan Chase & Co. is seeking a Private Banker for its U.S. Private Bank in the Boston area. You will advise families on building, preserving and managing wealth, leveraging investments, planning, credit and banking to serve current clients and attract new assets.

Join a team backed by a robust institutional platform, aiming to deliver exceptional client experiences while navigating risk and regulatory requirements. A strong network and proven sales success are highly valued.