Private Client Banker (New Build) Medway, MA

Location: Medway, MA, United States

Job Family: Private Client Bankers

About the Role

At JP Morgan Chase, we are building the future of banking in Medway, MA, with an exciting new branch designed to deliver exceptional experiences for our clients. As a Private Client Banker in this role, you will be at the forefront of serving a select group of high-net-worth Chase Private Client customers, acting as their trusted advisor for comprehensive financial needs. This position combines the intimacy of personalized service with the resources of one of the world's leading financial institutions, where you'll help clients navigate banking, lending, investments, and wealth planning in a state-of-the-art facility tailored to the Medway community. Your day-to-day will involve deep engagement with clients, conducting financial needs assessments, and recommending customized solutions from JP Morgan Chase's robust suite of products, including sustainable investing options and digital banking innovations. You'll collaborate with specialists across our global network to ensure seamless delivery of services, while driving business growth through proactive outreach and relationship-building. In this new build environment, you'll contribute to establishing the branch as a pillar of financial empowerment in Medway, fostering long-term loyalty and exceeding client expectations. We value integrity, innovation, and client-centricity at JP Morgan Chase, and this role offers unparalleled opportunities for professional growth in the financial services industry. Join us to leverage your expertise in a dynamic setting, where your contributions directly impact the success of our clients and the firm. If you're passionate about wealth management and ready to thrive in a collaborative, high-performance culture, apply today to be part of our Medway expansion.

Key Responsibilities

• Serve as the primary point of contact for a portfolio of Chase Private Client customers, providing personalized banking, lending, and investment advice
• Identify and pursue new business opportunities within the Medway, MA branch to grow client relationships and assets under management
• Conduct comprehensive financial reviews and develop tailored wealth management strategies aligned with client goals
• Collaborate with branch teams and specialists to deliver holistic solutions, including mortgages, credit, and investment products
• Educate clients on Chase's digital tools, security features, and sustainable investing options
• Monitor market trends and regulatory changes to ensure compliant and proactive client servicing
• Host client events and seminars in the new Medway branch to enhance community engagement
• Maintain accurate records in CRM systems and adhere to all JP Morgan Chase compliance standards
• Mentor associate bankers to support team development and branch success

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 (or equivalent) securities licenses, or willingness to obtain within 120 days
• Strong understanding of investment products, wealth management, and banking 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 Medway, MA

Preferred Qualifications

• Certified Financial Planner (CFP) designation or equivalent
• Experience with Chase Private Client or similar wealth management programs
• Knowledge of local Medway, MA market and community networking
• Advanced proficiency in financial planning software and CRM tools
• Previous 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 (stocks, bonds, mutual funds)
• Regulatory compliance (FINRA, SEC guidelines)
• CRM software proficiency (e.g., Salesforce)
• Risk assessment and credit analysis
• Digital banking tools and fintech integration
• Active listening and empathy
• Problem-solving and decision-making
• Time management in a high-volume environment
• Presentation and public speaking
• Team collaboration and leadership
• Market research and trend analysis
• Ethical judgment in financial advising

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 company match up to 5% of eligible pay
• Generous paid time off, including vacation, sick days, and parental leave
• Tuition reimbursement for professional certifications and advanced education
• Employee stock purchase plan and access to JP Morgan's financial wellness programs
• On-site fitness facilities and wellness incentives at select locations
• Relocation assistance for the new Medway, MA branch build

JP Morgan Chase is an equal opportunity employer.