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

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

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Job Description

We are actively seeking talented individuals who are collaborative, confident, and motivated to deliver a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you possess an entrepreneurial mindset and enjoy challenging yourself, J.P. Morgan offers an excellent environment. You will collaborate with talented colleagues across markets, businesses, and functions to elevate your career.

Role Overview

As a Private Banker, you will advise families on building, preserving, and managing their wealth. Your expertise in investments, financial planning, credit, and banking will help you serve current clients and attract new ones. You will be part of a local team supported by an institutional platform with extensive resources, specialists, and intellectual capital to aid your client advisory efforts.

Responsibilities

• Manage and maintain client relationships by earning trust, understanding needs, providing targeted advice, developing solutions, and delivering exceptional service.
• Generate business results by acquiring new assets from existing clients and new prospects.
• Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit, and banking needs.
• Partner with internal specialists for interdisciplinary expertise when necessary.
• Connect clients across all lines of business within J.P. Morgan Chase & Co.
• Ensure solutions meet clients' short, medium, and long-term goals through holistic, goal-based planning.
• Adhere strictly to risk, control policies, regulatory guidelines, and security measures.

Qualifications and Skills

• Minimum six years of experience in Private Banking or Financial Services.
• Bachelor’s Degree required.
• Series 7, 66, and Insurance licenses required; candidates without licenses considered but must obtain within 90 days.
• Proven sales success and strong business acumen.
• Established community presence and network.
• Knowledge of investments, wealth planning, credit, and banking concepts.
• Client-focused with relentless dedication to client service.

Preferred Qualifications

• Advanced degrees or certifications such as MBA, JD, CFA, or CFP preferred.
• Proactive, initiative-taking, with strong critical thinking skills.
• Excellent communicator with exceptional presentation skills.
• Strong organizational skills and disciplined approach.
• Deep knowledge of equity, fixed income markets, and alternative investments like Hedge Funds, Private Equity, and Real Estate.

About Us

JPMorgan Chase, with over 200 years of history, offers innovative financial solutions globally. Our services include investment banking, consumer and small business banking, commercial banking, and asset management. We provide a competitive total rewards package, including salary, incentives, benefits, and programs supporting health, wellness, retirement, and more. We value diversity and are an equal opportunity employer, committed to inclusion and reasonable accommodations.

About The Team

J.P. Morgan Asset & Wealth Management delivers top-tier investment management and private banking solutions, serving individuals, families, and institutions worldwide.