Wealth Relationship Banker

JPMorganChase; Somerville (MA); On-site; USD 80,000 - 110,000; Full time

Job summary

JPMorgan Chase seeks a Private Client Banker in Branch Banking to serve a select group of affluent clients, managing their complete banking relationship with a proactive, advice-based approach. The role emphasizes growth through referrals and internal/external networks.

The position requires proven relationship-building skills, client acquisition experience, and compliance with financial regulations. Evening/weekend hours may be required as part of branch operations.

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 and revenue generation.
• Compliance with Dodd Frank/Truth in Lending Act requirements.
• SIE/ FINRA licenses or must be completed within 180 days of starting.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible.
• Manages client banking relationships with an advice-based approach to optimize products and services.
• Connects clients to Specialists for specialized financial needs.
• Facilitates access to self-service options for accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship management

New client acquisition

Regulatory compliance

Communication skills

Team collaboration

Education

High school diploma

Job description

JPMorgan Chase seeks a Private Client Banker in Branch Banking to serve a select group of affluent clients, managing their complete banking relationship with a proactive, advice-based approach. The role emphasizes growth through referrals and internal/external networks.

The position requires proven relationship-building skills, client acquisition experience, and compliance with financial regulations. Evening/weekend hours may be required as part of branch operations.