Private Client Banker

7 days ago


Auburn, Massachusetts, United States JPMorganChase Full time
Job Overview

We are seeking a highly motivated and customer-focused Private Client Banker to join our team at JPMorgan Chase. As a Private Client Banker, you will be responsible for managing the complete banking relationship of a select group of affluent clients, providing them with tailored financial solutions and exceptional customer service.

Key Responsibilities
  • Develop and maintain strong relationships with clients, understanding their financial needs and goals.
  • Provide advice-based banking solutions, connecting clients to experts who can help them with specialized financial needs.
  • Actively manage client relationships, ensuring each client receives the best products and services for their needs.
  • Partner with Specialists to connect clients to experts who can help them with specialized financial needs.
  • Make 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.
Requirements
  • 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.
  • Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role.
  • High school degree, GED, or foreign equivalent.
  • Adherence to policies, procedures, and regulatory banking requirements.
  • Ability to work branch hours, including weekends and some evenings.
Preferred Qualifications
  • Excellent communication skills.
  • College degree or military equivalent.
  • Experience cultivating relationships with affluent clients.
  • Strong team orientation with a commitment of long-term career with the firm.
Equal Opportunity Employer

JPMorgan Chase is an equal opportunity employer and places a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.



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