Private Client Banker - Back Bay Area

Location: Boston, MA, United States

Job Family: Private Client Bankers

About the Role

At JP Morgan Chase, we are a leading global financial services firm committed to helping our clients achieve their most important financial goals. As a Private Client Banker in our Back Bay branch in Boston, MA, you will play a pivotal role in delivering exceptional service to a select group of high-net-worth Chase Private Client customers and branch visitors. This position combines relationship banking with sophisticated wealth management, allowing you to leverage JP Morgan Chase's vast resources to provide holistic financial solutions. You will act as the trusted advisor, fostering deep, long-term partnerships while contributing to the growth of our elite private banking division in one of Boston's most affluent areas. Your day-to-day responsibilities will include conducting in-depth financial consultations, recommending personalized products such as custom lending, investment strategies, and estate planning services from JP Morgan Chase's renowned platforms. You will proactively engage clients through personalized outreach, local events in the Back Bay community, and innovative digital tools to ensure their evolving needs are met. Collaboration with our network of specialists, including wealth advisors and mortgage experts, will be key to delivering seamless, integrated experiences that set JP Morgan Chase apart in the competitive financial services landscape. We seek passionate professionals who thrive in a dynamic environment and are dedicated to upholding the highest standards of integrity and client-centric service. This role offers the opportunity to advance within JP Morgan Chase's prestigious Private Bank, with access to cutting-edge training and career development. Join us in Boston to make a meaningful impact on clients' financial journeys while building your own successful career in private banking.

Key Responsibilities

• Serve as the primary point of contact for a portfolio of Chase Private Client customers, providing personalized banking, investment, and lending advice
• Identify and pursue new business opportunities within the Back Bay branch and surrounding Boston community to grow client relationships
• Conduct comprehensive financial needs assessments to recommend tailored solutions from JP Morgan Chase's suite of products, including deposits, mortgages, and wealth management
• Collaborate with branch teams and specialists to deliver seamless service and resolve complex client inquiries
• Drive client engagement through proactive outreach, events, and digital tools to enhance satisfaction and loyalty
• Ensure compliance with all regulatory requirements, including KYC, AML, and securities regulations
• Monitor portfolio performance and provide ongoing support to help clients achieve their financial goals
• Contribute to branch goals by participating in sales initiatives and community networking in Boston
• Maintain accurate records of client interactions and transactions in JP Morgan Chase systems

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• At least 2-3 years of experience in client-facing roles within financial services, preferably in private banking or wealth management
• Active Series 7 and Series 66 (or equivalent) securities licenses, or willingness to obtain within 120 days of hire
• Strong understanding of banking products, investment solutions, and credit services offered by JP Morgan Chase
• Proven track record of meeting sales targets and building long-term client relationships
• Excellent communication and interpersonal skills to engage high-net-worth individuals
• Ability to work in a fast-paced branch environment in Boston, MA

Preferred Qualifications

• Advanced degree or certification such as CFP (Certified Financial Planner) or CFA
• Experience with Chase Private Client programs or similar elite banking services
• Bilingual proficiency, particularly in languages spoken in the Back Bay area community
• Knowledge of local Boston market trends and high-net-worth client needs
• Prior success in cross-selling JP Morgan Chase investment and lending products

Required Skills

• Financial analysis and advisory expertise
• Client relationship management
• Sales and negotiation proficiency
• Knowledge of investment products and portfolio management
• Regulatory compliance and risk assessment
• Digital banking tools and CRM software proficiency
• Active listening and empathy
• Problem-solving and decision-making
• Time management and organizational skills
• Presentation and public speaking abilities
• Data analysis for client reporting
• Team collaboration and leadership
• Adaptability to market changes
• Ethical judgment in financial advising
• Cultural sensitivity for diverse Boston clientele

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive medical, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with generous company matching
• Paid time off, including vacation, sick days, and parental leave
• Professional development opportunities, including tuition reimbursement and access to JP Morgan Chase's learning platforms
• Employee stock purchase plan and financial wellness programs
• Wellness benefits such as gym memberships, mental health support, and onsite fitness centers
• Relocation assistance for eligible roles and commuter benefits for Boston-based employees

JP Morgan Chase is an equal opportunity employer.