Private Client Banker (New Build) Brigham Circle

Location: Boston, MA, United States

Job Family: Private Client Bankers

About the Role

At JP Morgan Chase, we are building the future of banking with innovative new branches like our state-of-the-art location at Brigham Circle in Boston, MA. As a Private Client Banker, you will play a pivotal role in this expansion, serving as the trusted advisor for a select group of Chase Private Clients—high-net-worth individuals seeking comprehensive wealth management solutions. In this client-centric role, you will leverage JP Morgan Chase's global resources to deliver tailored financial strategies, from investment portfolios and lending options to estate planning and philanthropy advisory. Working in a dynamic, collaborative environment, you will embody our commitment to excellence, helping clients achieve their financial goals while contributing to the growth of our premier private banking franchise. Your day-to-day responsibilities will focus on deepening relationships with existing clients and cultivating new ones within the vibrant Boston community. You will conduct in-depth consultations to understand client needs, recommend JP Morgan Chase products such as J.P. Morgan Wealth Management accounts, private banking credit facilities, and customized investment strategies. As part of our integrated team, you will partner with specialists across the firm to provide seamless service, ensuring compliance with all regulatory standards and utilizing cutting-edge digital tools to enhance client experiences. In this new build branch, you will also participate in community outreach initiatives, positioning JP Morgan Chase as the go-to financial partner in the area. We value professionals who thrive in a high-performance culture and are passionate about the financial services industry. This role offers the opportunity to advance your career within one of the world's leading financial institutions, with access to ongoing training, mentorship, and performance-based rewards. If you are driven, client-focused, and ready to make an impact in a brand-new facility, join us at JP Morgan Chase to redefine private banking in Boston.

Key Responsibilities

• Serve as the primary point of contact for a portfolio of Chase Private Clients, providing personalized financial advice and solutions
• Identify and pursue new business opportunities within the branch and surrounding Brigham Circle community
• Conduct comprehensive financial planning sessions, including investment strategies, lending, and deposit solutions
• Collaborate with JP Morgan Chase specialists in wealth management, mortgages, and small business banking to deliver holistic client support
• Maintain compliance with all regulatory requirements, including FINRA and SEC guidelines
• Drive client engagement through proactive outreach, events, and digital tools in the new build branch
• Monitor client portfolios and market trends to recommend timely adjustments and opportunities
• Build and nurture long-term relationships to achieve retention and growth targets
• Participate in branch operations, including opening accounts and processing transactions as needed
• Contribute to team goals by sharing insights on local market dynamics in Boston

Required Qualifications

• Bachelor's degree or equivalent experience in finance, business, or a related field
• At least 2 years of experience in financial services, preferably in client-facing roles such as banking or wealth management
• Active Series 6, 7, and 66 licenses (or willingness to obtain within 120 days of hire)
• Strong understanding of banking products, investment solutions, and credit services
• Proven track record of meeting sales targets and building client relationships
• Excellent communication and interpersonal skills to serve high-net-worth clients
• Ability to work in a fast-paced branch environment in a new build location

Preferred Qualifications

• Experience in private banking or serving ultra-high-net-worth individuals at a premier institution like JP Morgan Chase
• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Familiarity with JP Morgan Chase's digital platforms and tools for client portfolio management
• Bilingual proficiency, particularly in languages spoken in the Boston community
• Prior leadership experience in mentoring junior bankers or team coordination

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
• Digital banking tools and CRM software proficiency
• Active listening and empathy in client interactions
• Problem-solving and decision-making under pressure
• Presentation and public speaking skills
• Time management and organizational abilities
• Team collaboration and leadership
• Market trend analysis and forecasting
• Data interpretation from financial reports
• Adaptability to new technologies and branch setups
• Cultural sensitivity for diverse Boston clientele

Benefits

• Competitive base salary plus uncapped incentive compensation based on performance
• Comprehensive health, 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 for relevant certifications
• Employee stock purchase plan and access to JP Morgan Chase's financial wellness resources
• Wellness programs with gym memberships, mental health support, and onsite fitness in select locations
• Relocation assistance for qualifying new hires to the Boston area

JP Morgan Chase is an equal opportunity employer.