Private Client Banker - Downtown Crossing

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 with a rich history of innovation and client focus. As a Private Client Banker in our Downtown Crossing branch in Boston, MA, you will play a pivotal role in delivering exceptional wealth management services to a select group of high-net-worth Chase Private Clients. This position combines the prestige of personalized banking with the opportunity to leverage JP Morgan's vast resources in investments, lending, and advisory services. You will act as the trusted advisor, helping clients navigate complex financial landscapes while contributing to the growth of our premier banking franchise in one of Boston's most vibrant financial districts. Your day-to-day responsibilities will include conducting in-depth financial consultations, recommending customized solutions from Chase's suite of products such as private banking accounts, jumbo mortgages, and J.P. Morgan investment portfolios, and fostering enduring client relationships through proactive engagement. You will collaborate with a team of specialists, including wealth advisors and mortgage experts, to ensure seamless service delivery. In this client-centric role, success is measured by your ability to exceed client expectations, drive portfolio expansion, and uphold the highest standards of integrity and compliance in line with JP Morgan Chase's commitment to ethical financial practices. We seek passionate professionals who thrive in a dynamic environment and are eager to make an impact in the financial services industry. Joining JP Morgan Chase means access to world-class training, career advancement opportunities, and a supportive culture that values diversity and inclusion. If you are ready to elevate your career while empowering clients to achieve their financial goals, apply today to become part of our Downtown Crossing team.

Key Responsibilities

• Serve as the primary point of contact for a portfolio of Chase Private Clients, providing personalized banking, lending, and investment advice
• Conduct comprehensive financial needs assessments to recommend tailored solutions including mortgages, credit lines, and investment strategies
• Build and maintain long-term relationships with high-net-worth individuals, ensuring exceptional service and proactive outreach
• Collaborate with branch teams and specialists to deliver holistic wealth management services aligned with JP Morgan Chase's offerings
• Drive business growth by identifying cross-selling opportunities for Chase products like Sapphire Banking and J.P. Morgan Wealth Management
• Monitor client portfolios and market trends to provide timely advice on asset allocation and risk management
• Ensure compliance with all regulatory requirements, including FINRA and SEC guidelines, while maintaining accurate documentation
• Participate in community events in Downtown Crossing to enhance Chase's brand presence and attract new clients
• Mentor associate bankers on client service best practices and product knowledge

Required Qualifications

• Bachelor's degree or equivalent experience in finance, business, or a related field
• At least 2 years of experience in client-facing roles within financial services or banking
• Active Series 6, 7, and 66 securities licenses (or willingness to obtain within 120 days)
• Strong understanding of banking products, investment solutions, and wealth management principles
• Proven track record of meeting sales and client satisfaction targets
• Excellent communication and relationship-building skills
• Ability to work in a fast-paced branch environment in Boston, MA

Preferred Qualifications

• Advanced certifications such as CFP or CFA
• Experience with high-net-worth client portfolios at a top-tier financial institution
• Familiarity with Chase's digital banking platforms and tools
• Bilingual proficiency, particularly in Spanish or Mandarin, to serve diverse Boston clientele
• Prior leadership experience in mentoring junior bankers

Required Skills

• Financial analysis and portfolio management
• Client relationship management
• Sales and negotiation techniques
• Knowledge of investment products and securities
• Regulatory compliance (FINRA, SEC)
• Digital banking tools proficiency
• Risk assessment and mitigation
• Active listening and empathy
• Problem-solving and decision-making
• Time management and organization
• Presentation and public speaking
• Data analysis using financial software
• Team collaboration and leadership
• Adaptability to market changes
• Ethical judgment in financial advising

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance with low employee premiums
• 401(k) retirement savings plan with generous company matching contributions
• Paid time off including vacation, sick days, and parental leave
• Professional development programs through JP Morgan Chase's learning academy
• Employee stock purchase plan and financial wellness resources
• On-site fitness centers and wellness programs at select locations
• Tuition reimbursement for relevant certifications and advanced degrees

JP Morgan Chase is an equal opportunity employer.