Wealth Relationship Banker – Private Client

Next Frontier Capital; Bedford (MA); On-site; USD 80,000 - 130,000; Full time

Benefits offered by this job

Health coverage

On-site wellness centers

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Banker to serve a select group of affluent clients and other branch customers. You will manage their banking relationships with an advice-based approach and collaborate with specialists to address complex financial needs.

The role requires an emphasis on education, regulatory compliance, and a commitment to providing exceptional customer experiences. Weekend/evening hours may be required in this position.

Qualifications

• Strong communication and relationship-building skills.
• Experience in branch banking or financial services.
• Knowledge of banking regulations and compliance requirements.
• Ability to work hours including weekends/evenings.

Responsibilities

• Manage a banking relationship for a select group of affluent clients.
• Advise clients on products and services to meet financial needs.
• Collaborate with Specialists to connect clients with experts.
• Promote self-service options to customers 24/7.
• Adhere to regulatory and internal policies.

Skills

Excellent communication

Relationship building

Client acquisition

Team orientation

Regulatory compliance

Time management

Customer service

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase & Co. in the United States seeks a Private Client Banker to serve a select group of affluent clients and other branch customers. You will manage their banking relationships with an advice-based approach and collaborate with specialists to address complex financial needs.

The role requires an emphasis on education, regulatory compliance, and a commitment to providing exceptional customer experiences. Weekend/evening hours may be required in this position.