Private Client Banker (New Build) Pembroke. MA

Location: Pembroke, MA, United States

Job Family: Private Client Bankers

About the Role

At JPMorgan Chase, we are building the future of financial services, and our Private Client Bankers play a pivotal role in that vision. As a Private Client Banker in our new build branch in Pembroke, MA, you will be the trusted advisor for a select group of Chase's high-value clients, providing holistic wealth management solutions that encompass banking, lending, investments, and planning. This role is ideal for professionals passionate about delivering exceptional client experiences in a dynamic, growth-oriented environment. You will leverage JPMorgan Chase's global resources and innovative platforms to help clients achieve their financial goals, while contributing to the successful launch and operation of our state-of-the-art branch facility. Your day-to-day responsibilities will include cultivating deep relationships with clients, conducting comprehensive financial reviews, and recommending personalized strategies from our suite of products, such as private banking services, brokerage accounts, and mortgage solutions. In this new build setting, you will collaborate closely with branch colleagues, investment specialists, and mortgage experts to ensure seamless service delivery. You will also engage in proactive business development, participating in local networking events in the Pembroke community to expand our client base and drive sustainable growth for JPMorgan Chase. We value integrity, innovation, and client-centricity at JPMorgan Chase, and this position offers unparalleled opportunities for career advancement within one of the world's leading financial institutions. If you thrive in a fast-paced, consultative role and are excited about shaping the client experience in a brand-new branch, join us to make a meaningful impact on clients' financial futures while advancing your own professional journey.

Key Responsibilities

• Serve as the primary point of contact for a portfolio of Chase Private Clients, delivering personalized banking, investment, and advisory services
• Identify and pursue opportunities to deepen client relationships by recommending tailored financial solutions, including lending, deposits, and wealth management products
• Collaborate with branch teams and specialists to ensure seamless client experiences in the new Pembroke, MA branch
• Conduct financial planning discussions, analyzing client needs and goals to align with JPMorgan Chase's offerings
• Drive branch growth through proactive outreach, community engagement, and cross-selling initiatives
• Maintain compliance with all internal policies, regulatory requirements, and risk management protocols
• Support the launch and optimization of the new build branch, contributing to setup and operational excellence
• Monitor client portfolios and provide ongoing support for investment strategies and market updates
• Educate clients on digital tools and Chase's ecosystem to enhance their financial journey
• Participate in team meetings and training to stay abreast of industry trends and product innovations

Required Qualifications

• Bachelor's degree or equivalent experience in finance, business, or related field
• At least 2 years of experience in client-facing roles within financial services
• Active Series 6 and 66 licenses (or equivalent) or willingness to obtain within 120 days
• Strong understanding of banking products, investment solutions, and wealth management
• Proven track record in sales and relationship building in a retail banking environment
• Ability to work in a new build branch setting, adapting to evolving operational needs
• Compliance with all regulatory requirements, including FINRA and SEC standards

Preferred Qualifications

• Advanced certifications such as CFP or CFA
• Experience in private banking or high-net-worth client services at a major financial institution
• Familiarity with Chase's digital banking platforms and tools
• Previous leadership experience in branch operations or team coordination
• Knowledge of local market dynamics in the Greater Boston area

Required Skills

• Client relationship management
• Financial product knowledge (e.g., loans, investments, trusts)
• Sales and negotiation techniques
• Analytical thinking for financial planning
• Regulatory compliance and risk assessment
• Communication and presentation skills
• Digital literacy with banking software and CRM tools
• Problem-solving in dynamic environments
• Team collaboration and leadership
• Time management and organizational skills
• Customer service orientation
• Market analysis and trend awareness
• Ethical decision-making
• Adaptability to new branch operations
• Proficiency in Microsoft Office Suite and financial modeling tools

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 and certification support
• Employee stock purchase plan and access to financial wellness resources
• Wellness programs with gym memberships, mental health support, and onsite fitness facilities
• JPMorgan Chase Foundation matching for charitable contributions and volunteer opportunities

JP Morgan Chase is an equal opportunity employer.