Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Private Client Banker - South End, MA

$25 - $32.69 per hour

JPMorgan Chase

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans Base Pay/Salary Boston,MA $25.00 - $32.69 / hour #J-18808-Ljbffr JPMorgan Chase

Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Private Client Banker - South End, MA in Boston, MA vacancy
  •  ...Private Client Banker In Branch Banking You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity... 
    Private client
    Immediate start
    Afternoon shift

    Chase

    Belmont, MA
    2 days ago
  • JPMorgan Chase & Co. seeks a Private Client Banker in Boston, MA, to manage affluent clients' banking relationships and provide tailored financial advice. You will be responsible for acquiring new clients through referrals, utilizing various resources, and maintaining compliance... 
    Private client

    JPMorgan Chase & Co.

    Boston, MA
    2 days ago
  • $25 - $32.69 per hour

    JPMorgan Chase is looking for a Private Client Banker in Boston, MA. In this role, you will be the main point of contact for our affluent clients, managing their banking relationships effectively while providing tailored financial advice. We seek a candidate with at least... 
    Private client
    Hourly pay

    JPMorgan Chase

    Boston, MA
    2 days ago
  • J.P. Morgan is seeking a Private Client Banker in Boston, MA. This role is the primary contact for affluent clients, ensuring a personalized banking experience. Responsibilities include managing client relationships, collaborating with financial specialists, and adhering... 
    Private client

    J.P. Morgan

    Boston, MA
    5 days ago
  • $102k - $153k

    Fund Accounting Manager - Technology Investments (PE) - Boston, MA - $102,000 - $153,000 base salary We are partnering with a leading fund administration platform supporting sophisticated private equity clients to hire a Fund Accounting Manager focused on technology... 
    Private client

    Daley And Associates, LLC

    Boston, MA
    2 days ago
  • JPMorgan Chase in Boston is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and manage their complete banking relationships with an advice-based approach. You will collaborate with specialists to connect clients to experts,... 
    Private client

    JPMorgan Chase

    Boston, MA
    3 days ago
  • JPMorgan Chase is seeking a Private Client Banker in Boston, Massachusetts, to manage banking relationships for affluent clients. This role emphasizes building lasting relationships and providing tailored financial advice. The ideal candidate will have experience in relationship... 
    Private client

    JPMorganChase

    Boston, MA
    5 days ago
  •  ...Partner job at NorthPoint Search Group. Boston, MA. Corporate Tax Partner - Boston, MA Who:...  ...deep technical expertise, exceptional client relationship capabilities, and a proven...  ...rapidly growing practice serving middle-market, private equity-backed, and public companies while... 
    Private client
    Work at office
    Local area
    Immediate start
    Relocation package

    Shell Lubricants Hub Hamburg

    Boston, MA
    1 day ago
  • $25 - $32.69 per hour

    JPMorgan Chase is looking for a Private Client Banker in Boston, MA, responsible for managing relationships with affluent clients. Your role includes acquiring new clients through referrals and ensuring they receive tailored financial services. Candidates should have at... 
    Private client
    Hourly pay

    JPMorgan Chase

    Boston, MA
    5 days ago
  • $150k

    Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a...  ...pretrial diversions or program entries. This role is located in Boston, MA and will report in the office. Dodd Frank/Truth in Lending Act... 
    Private client
    Temporary work
    Work at office
    Local area
    Immediate start

    JPMorgan Chase

    Boston, MA
    5 days ago
  • 2026 Global Private Bank Full-time Advisor Program Launch...  ...banking, supporting client relationships in our advisor...  ...ll work with a team of bankers, investment specialists...  ...) East Region Boston, MA Greenwich, CT...  ...Palm Beach, FL Tampa, FL South Region Austin, TX Dallas... 
    Private client
    Full time
    Work experience placement
    Visa sponsorship

    J.P. Morgan

    Boston, MA
    1 day ago
  • JPMorgan Chase & Co. is looking for a Private Client Banker in Hingham, MA to manage a select group of affluent clients. The role involves building relationships and offering tailored financial advice to help clients meet their financial goals. You will be responsible... 
    Private client

    JPMorgan Chase & Co.

    Hingham, MA
    3 days ago
  • J.P. Morgan is seeking a Private Banker to provide first-class client service in its U.S. Private Bank. In this role, you will advise clients on managing their wealth, including investments, credit, and banking needs. With over six years of experience in Private Banking... 
    Private client

    J.P. Morgan

    Boston, MA
    1 day ago
  • $99k - $155k

     ...accounting and reporting for Private Debt. Private Debt Origination...  ...auditors in preparation of year-end audited financials Work with...  ...experience with private debt clients strongly preferred) Strong GAAP...  ...certification a plus LOCATION Boston, MA. 3 days/week in office. These... 
    Private client
    Work at office
    3 days per week

    Audax Private Debt

    Boston, MA
    18 hours ago
  • JPMorgan Chase & Co. in Boston seeks a Private Client Banker to manage relationships with affluent clients, ensuring they receive tailored financial guidance. You will actively engage in acquiring new clients while exceeding their expectations and fostering lasting relationships... 
    Private client

    JPMorgan Chase & Co.

    Boston, MA
    4 days ago
  • $175k

    One of New England’s most established private client platforms; a firm with more than 200 years of history and one of the region’s largest Trusts & Estates groups, actively administering over 130 estates annually, managing more than 250 trusts, and overseeing in excess... 
    Private client
    Private practice

    We Are Legal Revolution

    Boston, MA
    4 days ago
  • $60k - $65k

     ...instant updates as new positions become available. Registered Client Service Associate (Boston, MA) Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading...  ...a Registered Client Service Associate to join our Private Client Division in Boston, MA. The RCSA's primary responsibility... 
    Private client
    Local area

    Oppenheimer & Co Inc

    Boston, MA
    5 days ago
  • $50k - $55k

     ...services and investment advisory and asset management services. Job Description The firm is seeking a Client Service Associate to join our Private Client Division in Boston, MA. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing... 
    Private client
    Local area

    Oppenheimer & Co. Inc.

    Boston, MA
    5 days ago
  •  ...billion in capital across its Private Equity and Private Debt businesses...  ...financing solutions for its clients through a comprehensive range...  ...in preparation of year-end audited financials Work with...  ...certification a plus LOCATION: Boston, MA. 3 days/week in office. These... 
    Private client
    Work at office
    3 days per week

    Audax Group

    Boston, MA
    20 hours ago
  • $47.52k

     ...Chase, we have an enthusiasm for helping our clients, taking care of our employees, building...  ...to meet their financial needs. As a Private Client Advisor in Chase Wealth Management...  ...Disability/Veterans Base Pay/Salary Boston, MA $47,520.00 - $47,520.00 #J-18808-Ljbffr... 
    Private client

    JPMorgan Chase

    Boston, MA
    2 days ago
  • $80k - $200k

     ...cultivating, and closing new commercial clients (small, medium, large)...  ...insurance, high net worth / private client, employee benefits, human...  ...Executive jobs in Boston, MA . Account Executive, Amazon International...  ...Account Executive – Boston (South), MA Territory – Open to Sales... 
    Private client
    Base plus commission
    Full time
    Immediate start
    Remote work

    World Insurance Associates LLC

    Boston, MA
    1 day ago
  •  ...CA) is a leading global investment firm. CA’s goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact on the... 
    Private client
    Local area
    Worldwide

    VC Stack

    Boston, MA
    2 days ago
  • $26 - $34.67 per hour

     ...Responsible Growth and delivering for our clients, teammates, communities and shareholders every...  ...with ability to manage the full client end-to-end experience and problem resolution...  ...Per Week 40 Pay Transparency details US - MA - Malden - 151 Centre St - MALDEN BC (MA61... 
    Hourly pay
    Work at office
    Work from home
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Malden, MA
    2 days ago
  •  ...Relationship Manager At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate with our affluent clientele, ensuring they feel valued and delighted by our unparalleled expertise. As a Relationship Manager in JPMorgan Private... 
    Private client
    Temporary work
    Work at office
    Immediate start

    JPMorgan Chase

    Boston, MA
    2 days ago
  • $70.3k - $99.9k

     ...Management, offers U.S. based clients and their advisors the personalized...  ..., fixed income trades and private investments Provide support...  ...be a self-starter, act as an end-to-end owner of tasks and work...  ...Veterans Base Pay/Salary Boston,MA $70,300.00 - $99,900.00 #J-18... 
    Local area

    JPMorgan Chase

    Boston, MA
    5 days ago
  • $225k - $325k

     ...SCS is looking to hire a full-time Client Portfolio Manager (CPM) to join its Investment Team...  ...Group (IG), Investment Services (IS), and Private Client Group (PCG), and will serve...  ...friendly manner. This role is based in Boston, MA. Primary Responsibilities Design, implement... 
    Private client
    Full time
    Work at office

    Focus Financial Partners Inc.

    Boston, MA
    4 days ago
  • $115k

    Citizens is seeking a Client Relations Associate in Boston, MA to provide unparalleled relationship support within our Private Banking division. Candidates will manage a portfolio of high-net-worth clients, ensuring personalized service and proactive communication. Responsibilities... 
    Private client

    Citizens

    Boston, MA
    2 days ago
  • Citizens Bank is seeking a Client Relations Associate in Boston, MA, to support high-net-worth clients within our Private Banking division. In this role, you'll provide personalized service, manage client communications, and coordinate exclusive events. Candidates should... 
    Private client

    Citizens Bank

    Boston, MA
    2 days ago
  • EisnerAmper seeks a Senior Tax Manager for Private Client Services (PCS) based in Westwood, MA. You will lead preparation and review of federal and multi-state returns for high-net-worth individuals and their families, while guiding tax planning and client service. Collaboration... 
    Private client

    EisnerAmper

    Boston, MA
    4 days ago
  • $83k - $104k

    Citizens Bank is seeking a Citizens Private Client Relationship Manager in Boston, MA. This role involves acquiring and managing high-net-worth clients, providing personalized financial strategies, and collaborating with Wealth Advisors. Candidates should have 3-5 years... 
    Private client

    Citizens Bank

    Boston, MA
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Private Client Banker - South End, MA. Be the first to apply!