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

U.S. Private Bank - Private Banker - Vice President or Executive Director

CFA Institute

Job Description We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. Job Responsibilities Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience Generate business results and acquire new assets, both from existing client base and new client acquisition Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs Partner with internal specialists to provide interdisciplinary expertise to clients when needed Connect your clients across all lines of business of J.P. Morgan Chase & Co. Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach Strictly adhere to all risk and control policies, regulatory guidelines and security measures Required Qualifications, Capabilities, and Skills Six plus years of work experience in Private Banking or Financial Services Bachelor's Degree required Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date Proven sales success and strong business acumen Strong community presence with an established network Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts Focuses on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, and Skills MBA, JD, CFA, or CFP preferred Proactive, takes initiative, and uses critical thinking to solve problems Dynamic and credible professional who communicates with clarity and has exceptional presentation skills Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate 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. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans. #J-18808-Ljbffr

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the U.S. Private Bank - Private Banker - Vice President or Executive Director in Port Allen, LA vacancy
  •  ...Head Of Commercial Banking Strategy...  ...Strategy sets and executes the multi-year strategic...  ...translating strategy into banker and relationship...  ...with Regional Presidents, Finance and Sales...  ...Banking, Community, Private Client, and...  ...across the southern U.S. The Company and... 
    Suggested

    First Horizon

    Baton Rouge, LA
    5 days ago
  •  ...appropriate steps to safeguard and protect private and personally identifiable information...  ...Description: At Regions, the Relationship Banker II is responsible for meeting with...  ...and ATM offerings, all designed to make banking easier Provides a consistent optimal customer... 
    Suggested
    Full time
    Flexible hours

    Regions Bank

    Baton Rouge, LA
    17 hours ago
  • $43.81k

     ...Relationship Banker II At Regions, the Relationship Banker II is responsible for meeting with customers and prospects both in person...  ...as mobile, online, and ATM offerings, all designed to make banking easier Provides a consistent optimal customer experience, which... 
    Suggested
    Full time
    Flexible hours

    Regions Bank

    Baton Rouge, LA
    8 hours ago
  • Personal Banker - Floating Job ID 2025-14763 Job Locations US-LA-Baton Rouge...  ...financial needs. With a deep understanding of Renasant Bank customer engagement model, you spend time executing and role modeling by serving as our customer's financial... 
    Suggested
    Contract work
    Local area

    Renasant

    Baton Rouge, LA
    11 days ago
  •  ...partners and subject matter experts to address specialized financial needs. Proactively educate clients on self-service and digital banking options (mobile, online, ATMs, and emerging technologies) to ensure 24/7 account access. Drive proactive sales conversations and... 
    Suggested
    Work at office
    Local area
    Afternoon shift

    Hancock Whitney

    Baton Rouge, LA
    2 days ago
  •  ...financial planning services to new and existing Private Wealth Management clients Identifies...  ...clients, both new and existing bank clients Recognize financial planning,...  ...financial or estate plan prepared Present and execute financial, estate, or tax plans... 
    Local area

    Hancock Whitney

    Baton Rouge, LA
    4 days ago
  •  ...and a commitment to exceptional client service. Specific Job Functions Proactively follows up on prospect referrals from the bank system and identifies potential prospects through advertising campaigns, mailing lists, and personal contacts. Develops strong working... 
    Bank staff

    b1BANK

    Port Allen, LA
    25 days ago
  •  ...potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management,... 
    Work at office

    First Horizon

    Baton Rouge, LA
    5 days ago
  •  ...requirements and provide maximum profitability to the bank at minimum risk. Attends to the needs of customers seeking commercial and private banking loans. Maintains loan portfolio,...  ...drafts operational reports to the Board of Directors. # Broad knowledge of the lending... 
    Interim role
    Monday to Friday
    Shift work

    JD Bank

    Baton Rouge, LA
    2 days ago
  • $225k - $325k

     ...advancement of eye health in the future. The Executive Director, Specialty Vision Products (SVP) is a...  ...Products business. Reporting to the president, global Vision Care, this role provides...  ...disability, or veteran status. For U.S. locations that require disclosure of... 
    Temporary work
    Local area
    Remote work
    Work visa

    Bausch + Lomb

    Baton Rouge, LA
    1 day ago
  • $103.1k - $188.9k

     ...institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset...  ...The opportunity EY's FSO EDGE Private practice provides comprehensive and specialized...  ...with people from all backgrounds, from executives and entrepreneurs to investors and... 
    Private practice
    Summer holiday
    Local area
    Flexible hours

    EY

    Baton Rouge, LA
    5 days ago
  • $61k - $119k

     ...member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    Baton Rouge, LA
    5 days ago
  •  ...exceptional support, then you'll want to be one of our banking center managers! You will immerse yourself in the...  ...Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and... 
    Local area
    Monday to Friday

    First Horizon Bank

    Baton Rouge, LA
    3 days ago
  •  ...Access. Lead Markets. Transform Care. We are seeking a RN Executive Director Specialist - Hospice to join our leadership team. This role...  ...in Atlanta, Georgia, and providers delivering care across the U.S., we are proud to offer rewarding careers in a collaborative... 
    Daily paid
    Full time
    Part time
    Local area
    Remote work

    Gentiva Hospice

    Baton Rouge, LA
    5 days ago
  •  ...investments data collection and reporting to support the bank’s compliance with the Community Reinvestment Act (...  ...Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and... 
    Bank staff

    First Horizon Bank

    Baton Rouge, LA
    1 day ago
  •  ...Manager is responsible for end-to-end management of the bank's loan product portfolio, ensuring alignment with...  ...Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and... 
    Work at office

    First Horizon

    Baton Rouge, LA
    5 days ago
  •  ...processing of financial transactions in a retail banking environment. Often serving as the first point of...  ...Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and... 
    Part time
    Work at office
    Night shift

    First Horizon Bank

    Baton Rouge, LA
    3 days ago
  •  ...customer service. Assists with account maintenance functions and works closely as a team to ensure the bank maintains a high level of customer satisfaction. The Universal Banker II position responsibilities include teller operations, opening deposit accounts, and lending as... 
    Bank staff
    Work at office
    Night shift

    Home Bank

    Baton Rouge, LA
    a month ago
  •  ...processing of financial transactions in a retail banking environment. Often serving as the first point of...  ...Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and... 
    Part time
    Work at office
    Night shift

    First Horizon

    Baton Rouge, LA
    1 day ago
  •  ...Job Description Job Description Summary: A Universal Banker performs a variety of duties to provide existing and potential customers...  ...: # Must have and retain extensive knowledge of bank products and services in order to serve the customer effectively... 
    Monday to Friday
    Shift work

    JD Bank

    Baton Rouge, LA
    10 days ago
  •  ...Customer Experience Banker Non NMLS Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day...  ...Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration... 
    Full time
    H1b
    Work at office
    Remote work
    Work from home
    Flexible hours

    Huntington

    Baton Rouge, LA
    5 days ago
  •  ...Mortgage Banker Job ID 2026-15052 Job Locations US-LA-Baton Rouge Overview The Mortgage Banker will be responsible...  ...for establishing and maintaining relationships with Renasant Bank Branch Managers, Realtors, and Builders throughout a designated... 
    Contract work
    Work at office
    Local area
    Immediate start
    Work from home
    1 day per week

    Renasant

    Baton Rouge, LA
    1 day ago
  •  ...COMMUNITY LENDING MORTGAGE BANKER WHAT IS THE OPPORTUNITY? This position is responsible for sales of first mortgage and concurrent second loan products to existing and potential banking diverse segment clients. Community Loan Officer duties include outside sales activities... 
    Work at office
    Remote work

    City National Bank

    Baton Rouge, LA
    5 days ago
  •  ...Senior Vice President of Business Development SitelogIQ is seeking a Senior Vice President of Business Development in the South Business...  ...market expansion. Strategic Leadership - Develop and execute strategic sales plans aligned with company objectives and... 
    Contract work
    Local area
    Night shift
    Weekend work

    SitelogIQ

    Baton Rouge, LA
    2 days ago
  • $145.6k - $167.4k

     ...about creating transformative change in healthcare. The Vice President, Service Delivery is a regional operational leader responsible...  ..., Training, and Implementation to ensure strong operational execution and readiness for new processes and tools. This role manages... 
    Night shift

    Datavant

    Baton Rouge, LA
    1 day ago
  •  ...Job Description Job Description Vice President of Production Operations Company Overview Safe Air Technology is a leading manufacturer...  ...demand, Safe Air Technology is seeking a transformational executive leader to elevate and scale all aspects of manufacturing and... 
    Relocation package

    Safe Air Technology LLC

    Baton Rouge, LA
    24 days ago
  •  ...through our innovative analytical methods. We are seeking a Vice President, Business Development with extensive experience in Large...  ...closing of business within targeted client accounts. Create and execute strategic account plans, setting clear goals and growth... 

    Cytel

    Baton Rouge, LA
    1 day ago
  •  ...amenities of a college town within a modern city on the eastern bank of the Mississippi River. Day-to-day practice is enhanced by copious...  ...support and patient navigation. Woman's Hospital is a private, non-profit specialty hospital located in Baton Rouge, LA consistently... 
    Work at office
    Weekend work

    Woman's Hospital

    Baton Rouge, LA
    3 days ago
  •  ...Universal Banker Job ID 2025-14894 Job Locations US-LA-Baton Rouge...  ...then providing a complete range of retail banking services to meet those needs in alignment...  ..., service and operational functions and executing the Renasant's customer engagement model... 
    Contract work

    Renasant

    Baton Rouge, LA
    2 days ago
  •  ...clients, matching financial products and services to meet their goals. Proactively educate clients on self-service and digital banking solutions (mobile, online, ATMs, and emerging technologies) to ensure 24/7 account access. Process routine financial center transactions... 
    Work at office
    Local area
    Afternoon shift

    Hancock Whitney

    Baton Rouge, LA
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to U.S. Private Bank - Private Banker - Vice President or Executive Director. Be the first to apply!