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

JPMorgan Chase

Job Title

Private Banker

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

Proactive, takes initiative, and uses critical thinking to solve problems

MBA, JD, CFA, or CFP preferred

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

About Us

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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. Additional details about total compensation and benefits will be provided during the hiring process.

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.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About the Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

JPMorgan Chase
Vacancy posted 17 hours ago
Similar jobs that could be interesting for youBased on the U.S. Private Bank - Private Banker - Vice President or Executive Director in Palo Alto, CA vacancy
  • $250k

    ## Managing Director, Private Banker, Palo AltoApplylocations: Palo Alto California United Statestime...  ...Develops medium- to long-term plans and executes functional strategies for the market...  ...fundamental interests of the Private Bank.* Help team members acquire the experience... 
    Suggested
    Full time

    Citibank (Switzerland) AG

    Palo Alto, CA
    3 days ago
  •  ...The Private Banker Sr. Principal is an internally and externally recognized subject matter expert...  ...long-term connections to the Citi Private Bank. Effectively manage client expectations regarding what can and cannot be executed on their behalf. Maintain full... 
    Suggested

    Citi

    Palo Alto, CA
    4 days ago
  •  ...inclusion.   As a Senior Private Client Banker in a J.P. Morgan or Chase Branch, you...  ...hospitality, delivering J.P. Morgan products, banking solutions and cutting-edge financial...  ...processing. We’re proud to lead the U.S. in credit card sales and deposit growth... 
    Suggested
    Immediate start
    Afternoon shift

    JPMorgan Chase & Co.

    Palo Alto, CA
    4 days ago
  •  ...the place for you! As a Client Service Associate within the U.S. Private Bank at J.P. Morgan, you will be responsible for fostering, improving...  ...Provide exceptional client service and flawless execution on client requests, inquiries and transactions such as money... 
    Suggested
    Work at office

    J.P. Morgan

    Newark, CA
    4 days ago
  • $50k - $100k

     ...Retail Banking Sales & ServiceDelivers exceptional service to BMO customers and prospects...  ...applying our Risk Management Framework in the execution of your role, in line with our Risk...  ...Analytical and problem solving skills - Good.U.S. Only: This position will act as an... 
    Suggested
    Part time
    Local area
    Immediate start
    Day shift

    Bmo

    Menlo Park, CA
    5 days ago
  • $10 per hour

     ...Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll be managing a portfolio of...  ...with Branch, Wealth Management and Private Bank to identify and deliver appropriate...  ...processing. We're proud to lead the U.S. in credit card sales and deposit growth... 
    Work experience placement
    Work at office

    Chase

    Santa Clara, CA
    4 days ago
  • $310k

     ...Charlotte, Chicago, or New York (Open to other U.S. office locations including Houston, Los...  ...candidate will focus on lender-side private warehouse and trade receivables financings...  .... Key Responsibilities Represent banks, funds, and financial institutions in structured... 
    Work at office

    Direct Counsel

    Palo Alto, CA
    1 day ago
  •  ...As part of the Commercial & Investment Bank, JPMorgan Chase Payments enables organizations of all sizes to execute transactions efficiently and securely, transforming...  ...volumes in the trillions. As a Vice President, Applied AI/ML Lead (Sr Level IC role) within... 

    Next Frontier Capital

    Palo Alto, CA
    2 days ago
  •  ...quantization; optimize for quality, latency, cost, and production constraints. Select and innovate on ML strategies for various banking problems. Analyze and evaluate the ongoing performance of developed ML systems. Collaborate with multiple partner teams, such... 

    Chase

    Palo Alto, CA
    4 days ago
  • $150k - $225k

    Our Investment Banking Technology Group is looking for Associates and/or Vice Presidents with flexibility to sit in our New York, NY...  ...insights and differentiated execution. Successful candidates will have...  ...and executions of public and private capital markets transactions.... 
    Temporary work

    Morgan Stanley

    Menlo Park, CA
    4 days ago
  • $22.33 per hour

     ...Personal Banker Location : Location US-CA-Los Altos Location/Org Data...  ...2026-4917 Category Retail Banking Position Type Full Time Min...  ...status, or disability in accordance with Executive Order 11246, Section 503 of the Rehabilitation... 
    Full time
    Work at office

    WaFd Bank

    Los Altos, CA
    5 days ago
  •  ...decisions that determine technical approaches and strategies. Citi Private Bank’s objective is to further enhance its ability to build...  ...jurisdictions. Engage and advise clients on brokerage activity and execute trades seamlessly. Appropriately assess risk when business... 
    Local area

    Jobleads-US

    Palo Alto, CA
    1 day ago
  • $23 - $31 per hour

     ...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate Personal Banker...  ...relationships with customers by supporting everyday banking needs through in-branch interactions,...  ...and company. They are accountable for execution of all applicable risk programs (Credit,... 
    Hourly pay
    Work experience placement
    Flexible hours

    Wells Fargo

    Palo Alto, CA
    5 days ago
  •  ...responsible for defining strategy, driving execution, and scaling operating models that...  ...About the Team Our Consumer & Community Banking division serves our Chase customers through...  ...payment processing. We’re proud to lead the U.S. in credit card sales and deposit... 

    JPMorgan Chase & Co.

    Palo Alto, CA
    3 days ago
  •  ...Job Description The Senior Vice President, Chief Ethics & Compliance...  ...Reporting to Keeley Cain Wettan, the Executive Vice President, General...  ...Leadership Team and Board of Directors. Partnership with both groups...  ...Advisors Executive Director, U.S. Ethics & Compliance... 
    Full time
    For contractors
    Work at office
    Local area

    Gilead Sciences

    Foster, CA
    a month ago
  • $61k - $101k

     ...experience with agent orchestration at scale, including parallel tool execution, stateful workflows, and cost/token management. Preferred:...  ...spans more than 200 years, and we are a leader in investment banking, consumer and small business banking, commercial banking,... 
    Full time

    J.P. Morgan

    Palo Alto, CA
    4 days ago
  •  ...Job Description Join the Payments and Global Banking Technology team as an Executive Director and Senior Principal Engineer for Applied AI/ML. This is a hands-on, code-every-day role focused on application-layer engineering, using large language models as components... 

    JPMorgan Chase & Co.

    Palo Alto, CA
    12 days ago
  •  ...Infrastructure Platform Experience Design, Executive Director within Infrastructure Platforms Product...  ..., and Networking across public and private cloud environments.Experience with platform...  ...today we are a leader in investment banking, consumer and small business banking,... 

    JP Morgan Chase

    Palo Alto, CA
    3 days ago
  • $28.56 - $37.36 per hour

     ...Senior Relationship Banker The Senior Relationship Banker delivers world-class service in accordance with Fremont Bank standards at every client interaction. The Sr. Relationship Banker will recommend or refer retail consumer and business products and services to prospective... 
    Work at office
    Local area
    Flexible hours
    Night shift

    Fremont Bank

    Mountain View, CA
    1 day ago
  •  ...Relationship Banker Milpitas, California To proceed with your...  ...years of age. Acknowledge ( Bank of America employees are...  ...goals. Responsibilities: Executes the bank's risk culture and strives...  ...Corp."). Bank of America Private Bank is a division of Bank of... 
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Milpitas, CA
    2 days ago
  • $230k - $300k

     ...forward mindset.Job SummaryProvides senior execution leadership for multiple mid-size projects...  ...story of entrepreneurial success as a private, employee-owned company that has grown into...  ...and leading news organizations like U.S. News and World Report, Forbes, Fast Company... 
    Contract work
    For contractors

    DPR Construction

    Palo Alto, CA
    1 day ago
  • $260k - $390k

     ...BANKING & FINANCE ASSOCIATE ATTORNEYOur client, a prestigious Amlaw 50 firm, is seeking...  ...contribute to high-value matters across private credit, structured finance, syndicated lending...  ...seamless client service.Manage deal execution from initial diligence through closing.... 
    Work at office
    Flexible hours

    Step Up Recruiting

    Palo Alto, CA
    1 day ago
  • $260k - $350k

     ...margins, and shape investment allocation decisions alongside the executive team. As the primary finance partner to R&D leadership, this...  ...Finance, FP&A leadership, corporate development, investment banking, private equity, or related investment roles, with meaningful... 
    Full time
    Work at office
    Immediate start
    Flexible hours
    2 days per week
    3 days per week

    AiDash

    Palo Alto, CA
    8 hours ago
  •  ...security operations center assets, other private security firms, and local law enforcement...  ...current driver license Possess a valid U.S Passport Must be able to obtain a...  ...Prior ERT, military, law enforcement or executive protection experience providing physical... 
    Local area
    Shift work
    Night shift

    Onsolve by Crisis24

    Palo Alto, CA
    4 days ago
  •  ...Chief Financial Officer, the Vice President of Financial Planning &...  ...strategic financial analysis. This executive serves as a trusted advisor...  ...content for Board of Directors materials, including forecasts...  ...experience in investment banking, private equity, management... 
    Local area
    Flexible hours

    Mainspring Energy

    Menlo Park, CA
    16 days ago
  •  ...CareerBanc of California, Inc. (NYSE: BANC) is a bank holding company with over $34 billion in...  ...and managing a portfolio of primarily private clients. Performs all duties in accordance...  ...company's policies and procedures, all U.S. state and federal laws and regulations,... 
    Temporary work
    Work experience placement
    Local area
    Immediate start
    Flexible hours

    Banc of California

    Menlo Park, CA
    1 day ago
  • $100k - $275k

     ...Job Description At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every...  ...Branded Client Experience, including access to the full array of Private Bank and the bank's capabilities and services to meet specific client... 
    Work at office
    Shift work
    Day shift

    Bank of America

    Palo Alto, CA
    1 day ago
  •  ...Vice President, Strategic Finance (R&D, Procurement & Corporate Model)...  ...and Advertising Type Privately Held Founded 2019 Employees...  ...influence and partner with executive teams, and a proven track...  ...corporate development, investment banking, private equity, or related... 
    Remote work

    Confidential

    Palo Alto, CA
    1 day ago
  • $150k

     ...Job Description At JPMorgan Private Client, we are devoted to providing distinguished experiences...  .... Foster and deepen long-term primary banking and lending relationships as well as help...  ...processing. We’re proud to lead the U.S. in credit card sales and deposit growth... 
    Temporary work
    Work at office
    Immediate start

    JPMorgan Chase & Co.

    Palo Alto, CA
    16 days ago
  • $250k

     ...StatesSalary: $250 000,00 - $500 000,00Category: Private Client Product Services, ExecutiveCompany...  ...strategies for the area. Citi Private Bank’s objective is to further enhance its...  ...advise clients on brokerage activity and execute trades seamlessly. Appropriately assess... 
    Full time
    Local area

    Citigroup

    Palo Alto, CA
    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!