Private Client Banker - Greater Worcester Area, MA

Location: Worcester, 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 the Greater Worcester Area, MA, you will play a pivotal role in delivering exceptional wealth management and banking solutions to our elite Chase Private Client segment. This position involves serving as the trusted advisor for a select group of high-net-worth individuals, families, and businesses, while also supporting branch customers with their everyday banking needs. You will leverage JPMorgan Chase's vast resources, including our award-winning investment platforms and personalized lending options, to help clients achieve their financial goals in a dynamic Massachusetts market. Your day-to-day responsibilities will center on cultivating deep, long-term relationships through personalized consultations and proactive financial planning. You will analyze clients' financial situations to recommend bespoke products such as customized investment portfolios, mortgage solutions, and retirement strategies, all while ensuring compliance with industry regulations. Collaborating with JPMorgan Chase's network of specialists, including wealth advisors and mortgage experts, you will provide holistic advice that integrates banking, investing, and borrowing. In the vibrant Greater Worcester community, you will also engage in local networking to expand our client base and uphold our commitment to inclusive financial services. We value professionals who thrive in a client-centric environment and are passionate about the financial services industry. This role offers the opportunity to grow within one of the world's most respected institutions, with access to cutting-edge tools and continuous learning. If you are driven by excellence and eager to make a meaningful impact, join JPMorgan Chase as a Private Client Banker and help empower our clients' success.

Key Responsibilities

• Serve as the primary point of contact for a portfolio of Chase Private Clients, delivering personalized banking, lending, and investment advice
• Conduct comprehensive financial needs assessments to recommend tailored solutions including deposits, loans, mortgages, and wealth management products
• Build and deepen relationships with high-net-worth clients through proactive outreach, regular check-ins, and customized financial planning
• Collaborate with branch teams and specialists to ensure seamless delivery of JPMorgan Chase's full suite of services
• Identify opportunities for cross-selling investment and advisory services while adhering to regulatory compliance standards
• Monitor client portfolios and market trends to provide timely insights and adjustments to financial strategies
• Educate clients on digital banking tools, security features, and sustainable investing options offered by JPMorgan Chase
• Maintain accurate records in CRM systems and ensure all interactions comply with FINRA and SEC regulations
• Participate in community events in the Greater Worcester Area to enhance JPMorgan Chase's local presence and client acquisition
• Support branch operations by assisting walk-in customers and contributing to team goals for client satisfaction and growth

Required Qualifications

• Bachelor's degree or equivalent experience in finance, business, or a related field
• At least 2 years of experience in financial services, retail banking, or client-facing roles
• Active Series 6, 7, and 66 licenses (or willingness to obtain within 120 days of hire)
• Strong understanding of banking products, investment solutions, and wealth management principles
• Proven track record of building and maintaining client relationships in a high-net-worth environment
• Excellent communication and interpersonal skills with the ability to handle sensitive client information
• Ability to work in a fast-paced branch environment in the Greater Worcester Area, MA

Preferred Qualifications

• Advanced certifications such as CFP or CFA
• Experience with JPMorgan Chase products and services
• Fluency in additional languages spoken in the Worcester community
• Prior leadership experience in mentoring junior bankers or team coordination
• Knowledge of local market dynamics in Massachusetts financial services

Required Skills

• Financial analysis and portfolio management
• Client relationship building and retention
• Knowledge of investment products and risk assessment
• Regulatory compliance (FINRA, SEC, OCC)
• Sales and consultative selling techniques
• Digital banking and CRM software proficiency (e.g., Salesforce)
• Active listening and empathy in client interactions
• Problem-solving and decision-making under pressure
• Time management and prioritization in a multi-tasking environment
• Presentation and public speaking skills
• Data interpretation for financial reporting
• Negotiation and conflict resolution
• Adaptability to market changes and client needs
• Team collaboration and leadership
• Ethical judgment in handling confidential information

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive medical, dental, and vision insurance with multiple plan options
• 401(k) retirement savings plan with generous company matching contributions
• Paid time off including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement and access to JPMorgan Chase's internal training academy
• Employee stock purchase plan and financial wellness resources
• Wellness programs with gym memberships, mental health support, and onsite fitness facilities
• Relocation assistance for eligible candidates in the Greater Worcester Area

JP Morgan Chase is an equal opportunity employer.