Private Client Banker (New Build) Southborough, MA

Location: Southborough, MA, United States

Job Family: Private Client Bankers

About the Role

JPMorgan Chase & Co. is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. We're looking for a dynamic Private Client Banker to join our new build branch in Southborough, MA, where you'll play a pivotal role in launching and growing our presence in this vibrant community. As a Private Client Banker, you'll be the trusted advisor for a select group of Chase Private Clients, delivering holistic financial solutions that encompass banking, lending, investments, and wealth planning. This role is ideal for professionals passionate about helping high-net-worth individuals achieve their financial aspirations in a collaborative, innovative environment. In this client-centric position, you'll conduct in-depth financial reviews to uncover needs and recommend personalized strategies using JPMorgan Chase's extensive suite of products, from checking and savings accounts to mortgages, credit solutions, and sophisticated investment portfolios. You'll foster long-term relationships through regular engagement, leveraging your expertise in market trends and regulatory landscapes to provide proactive advice. Working closely with branch colleagues, specialists, and our robust support network, you'll ensure every client interaction reflects the high standards of service that define JPMorgan Chase. This new build opportunity allows you to contribute to branch setup, from operational readiness to client onboarding, setting the foundation for success in Southborough. Success in this role requires a blend of financial acumen, interpersonal finesse, and a commitment to excellence. You'll thrive in a fast-paced setting, using data-driven insights and digital tools to enhance client experiences while maintaining strict adherence to compliance protocols. At JPMorgan Chase, we invest in your growth through world-class training, competitive compensation, and a culture that values diversity and inclusion. Join us to make a meaningful impact on clients' lives and advance your career in one of the world's most respected financial institutions.

Key Responsibilities

• Serve as the primary point of contact for a select group of Chase Private Clients, providing personalized banking, investment, and wealth management advice
• Conduct comprehensive financial needs assessments to recommend tailored solutions including deposits, loans, credit cards, and investment strategies
• Collaborate with branch teams and specialists to deliver seamless client experiences in the new Southborough, MA branch
• Build and deepen relationships with clients through proactive outreach, financial education, and customized planning
• Identify opportunities for cross-selling JPMorgan Chase products while adhering to regulatory standards
• Monitor client portfolios and provide ongoing support to achieve financial goals
• Participate in the setup and launch activities for the new build branch, ensuring operational excellence
• Maintain compliance with all federal and state regulations, including KYC and AML requirements
• Leverage digital tools and CRM systems to track client interactions and performance metrics

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) licenses, or willingness to obtain within 120 days of hire
• Strong understanding of investment products, wealth management, and banking services
• Proven track record of building and maintaining client relationships
• Excellent communication and interpersonal skills
• Ability to work in a fast-paced branch environment

Preferred Qualifications

• Certified Financial Planner (CFP) designation or equivalent
• Experience with high-net-worth clients in private banking
• Knowledge of JPMorgan Chase's proprietary tools and platforms
• Bilingual proficiency in English and another language relevant to the Southborough market
• Prior experience in a new branch build-out or launch

Required Skills

• Financial analysis and portfolio management
• Client relationship building and retention
• Knowledge of investment products and risk assessment
• Regulatory compliance and ethical standards
• Sales and consultative selling techniques
• Proficiency in financial software and CRM tools like Salesforce
• Active listening and empathy in client interactions
• Problem-solving and decision-making under pressure
• Time management and organizational skills
• Presentation and public speaking abilities
• Data analysis for financial planning
• Adaptability to new branch environments
• Team collaboration and leadership
• Digital literacy for online banking platforms
• Negotiation skills for customized solutions

Benefits

• Comprehensive medical, dental, and vision insurance plans
• 401(k) retirement savings plan with company matching contributions
• Generous paid time off, including vacation, sick days, and parental leave
• Tuition reimbursement and professional development opportunities through JPMorgan Chase's learning programs
• Employee stock purchase plan and performance-based bonuses
• Wellness programs including gym memberships and mental health support
• Flexible work arrangements and commuter benefits for the Southborough location
• Access to exclusive employee discounts and Chase Sapphire Reserve perks

JP Morgan Chase is an equal opportunity employer.