Wealth Relationship Banker — Private Client Advisor

JPMorgan Chase & Co.; Massachusetts; On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in Massachusetts is seeking a Private Client Banker in Branch Banking to serve a select group of Chase’s affluent clients and manage their complete banking relationships.

You will actively solicit referrals, collaborate with Specialists, and help clients access self-service options while complying with banking policies. This role requires flexible hours, weekend availability, and a commitment to exceptional service.

Qualifications

• 1+ year Branch Banking Banker or equivalent experience in financial services.
• SIE exam and FINRA Series 6/7, and state registrations (63 or 66 if required) must be completed within 180 days, or already held.
• Compliance with Dodd Frank/Truth in Lending Act.
• Ability to work branch hours, including weekends and some evenings.

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 who can help them with specialized financial needs
• Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
• Adheres to policies, procedures, and regulatory banking requirements

Skills

Relationship-building

New client acquisition

Communication skills

Team collaboration

Time management

Education

High school degree or GED

Job description

JPMorgan Chase & Co. in Massachusetts is seeking a Private Client Banker in Branch Banking to serve a select group of Chase’s affluent clients and manage their complete banking relationships.

You will actively solicit referrals, collaborate with Specialists, and help clients access self-service options while complying with banking policies. This role requires flexible hours, weekend availability, and a commitment to exceptional service.