Senior Private Banker: Wealth Strategy & Client Growth

Aumni; Boston (MA); On-site; USD 120,000 - 230,000; Full time

Benefits offered by this job

Health care

Wellness centers

Retirement plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase 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, using investments, financial planning, credit and banking to serve current clients and attract new assets.

You will work with a local team, supported by an institutional platform with resources to help achieve clients’ goals. The role emphasizes risk discipline, client experience, and cross-line collaboration across the firm.

Qualifications

• Seven+ years of Private Banking or Financial Services experience.
• Bachelor’s Degree required.
• Series 7, 66 and Insurance licenses required or must be obtained within 90 days of start date.
• Proven sales success and strong business acumen.
• Strong community presence with an established network.
• Knowledge of investments, wealth planning, credit and banking concepts.
• Client-focused with tireless dedication to the client’s interests.

Responsibilities

• Manage and maintain relationships with clients by earning trust and delivering an exceptional client experience.
• Generate business results and acquire new assets from existing clients and new client acquisition.
• Advise clients on balance sheet, including asset allocation, investments, wealth planning, credit and banking needs.
• Partner with internal specialists to provide interdisciplinary expertise to clients when needed.
• Connect clients across all lines of JPMorgan Chase & Co.
• Ensure solutions meet clients’ needs and objectives in the short, medium and long term.
• Strictly adhere to risk and control policies, regulatory guidelines and security measures.

Skills

Private Banking

Financial Services

Sales

Client relationships

Licenses (Series 7/66)

Education

Bachelor’s Degree

Job description

JPMorgan Chase 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, using investments, financial planning, credit and banking to serve current clients and attract new assets.

You will work with a local team, supported by an institutional platform with resources to help achieve clients’ goals. The role emphasizes risk discipline, client experience, and cross-line collaboration across the firm.