Wealth Relationship Banker

Aumni; Newburyport (MA); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive compensation

Job summary

JPMorgan Chase & Co. is seeking a Private Client Banker to manage a select group of affluent clients, building and maintaining relationships across the bank.

You will actively solicit referrals, coordinate with specialists, and provide education and advice to help clients meet their financial goals. The role requires commitment to regulatory compliance and flexible hours, including weekends.

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation.
• Compliance with Dodd Frank/Truth in Lending Act and regulatory requirements.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible.
• Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs.
• Partners with Specialists to connect customers to experts for specialized financial needs.
• Makes lives of clients more convenient by setting up self-service options to access accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship-building

New client acquisition

Communications skills

Education

High school degree or GED

College degree or military equivalent

Job description

JPMorgan Chase & Co. is seeking a Private Client Banker to manage a select group of affluent clients, building and maintaining relationships across the bank.

You will actively solicit referrals, coordinate with specialists, and provide education and advice to help clients meet their financial goals. The role requires commitment to regulatory compliance and flexible hours, including weekends.