Private Client Banker - Bedford, MA

Location: Bedford, MA, United States

Job Family: Private Client Bankers

About the Role

At JPMorgan Chase, we are a leading global financial services firm with a rich history of innovation and client focus. As a Private Client Banker in our Bedford, MA branch, you will play a pivotal role in delivering exceptional wealth management services to high-net-worth individuals and families. You will act as the trusted advisor for a dedicated portfolio of Chase Private Clients, helping them navigate complex financial landscapes with tailored solutions in banking, lending, investments, and planning. This position offers the opportunity to leverage JPMorgan's vast resources, including access to world-class research and investment strategies, while building lasting relationships in the vibrant Bedford community. Your day-to-day responsibilities will include conducting in-depth financial consultations, analyzing client needs, and recommending personalized products such as customized checking and savings accounts, mortgage options, and diversified investment portfolios through J.P. Morgan Wealth Management. You will collaborate closely with branch colleagues, including mortgage bankers and investment advisors, to provide seamless, end-to-end service. Proactively identifying growth opportunities, you will engage with potential clients through networking events and referrals, always upholding the highest standards of integrity and compliance as per SEC and FINRA regulations. We value professionals who thrive in dynamic environments and are passionate about empowering clients to achieve their financial goals. Joining JPMorgan Chase means becoming part of a supportive culture that invests in your growth through ongoing training, mentorship, and career advancement opportunities. If you are driven, client-centric, and eager to contribute to one of the world's most admired financial institutions, this role in Bedford, MA, is an ideal fit to advance your career in private banking.

Key Responsibilities

• Serve as the primary point of contact for a select group of Chase Private Clients, providing personalized financial advice and solutions
• Identify and pursue new client opportunities within the branch and surrounding community to grow the client base
• Conduct comprehensive financial needs assessments to recommend appropriate banking, lending, and investment products
• Collaborate with branch teams and specialists to deliver holistic wealth management services
• Monitor client portfolios and proactively address changes in financial situations or market conditions
• Ensure compliance with all regulatory requirements and JPMorgan Chase policies in all client interactions
• Build and maintain strong relationships with referral sources, such as CPAs and attorneys, to enhance client acquisition
• Educate clients on digital banking tools and JPMorgan's mobile platforms to enhance their experience
• Participate in community events in Bedford, MA, to promote Chase's brand and services

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• At least 2-3 years of experience in financial services, preferably in retail banking or wealth management
• Active Series 6, 7, and 66 licenses (or ability to obtain within 120 days of hire)
• Strong understanding of banking products, investment solutions, and credit services
• Proven track record in client relationship management and sales
• Excellent communication and interpersonal skills
• Ability to work in a fast-paced branch environment

Preferred Qualifications

• Certified Financial Planner (CFP) designation
• Experience with high-net-worth client portfolios at a major financial institution
• Knowledge of JPMorgan Chase's proprietary tools and platforms
• Bilingual proficiency in English and another language relevant to the Bedford, MA community
• Prior leadership experience in mentoring junior bankers

Required Skills

• Financial analysis and portfolio management
• Client relationship building and retention
• Sales and negotiation techniques
• Knowledge of investment products and risk assessment
• Regulatory compliance and ethical standards
• Proficiency in financial software and CRM systems like Salesforce
• Active listening and empathy in client consultations
• Problem-solving and decision-making under pressure
• Presentation and public speaking skills
• Data analysis for client reporting
• Team collaboration and leadership
• Digital literacy in banking apps and online platforms
• Time management and organizational abilities
• Adaptability to market changes and client needs
• Cultural sensitivity for diverse client interactions

Benefits

• Competitive base salary plus uncapped incentive compensation based on performance
• Comprehensive medical, dental, and vision insurance plans
• 401(k) retirement savings plan with company matching contributions
• Generous paid time off, including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement and access to JPMorgan's learning academy
• Employee stock purchase plan and financial wellness resources
• On-site fitness centers and wellness programs at select locations
• Flexible work arrangements and commuter benefits for Massachusetts residents

JP Morgan Chase is an equal opportunity employer.