U.S. Private Bank - Private Banker - Managing Director

Join now to apply for the U.S. Private Bank – Private Banker – Managing Director role at JPMorganChase . 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 work alongside a team of talented colleagues from other markets, businesses and functions 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 advise current clients 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 from both 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 goal‑based planning approach. Strictly adhere to all risk and control policies, regulatory guidelines and security measures. Required Qualifications, Capabilities, and Skills Bachelor’s Degree required. Series 7, 66 and Insurance licenses required for the position; unlicensed candidates considered, but must 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.

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 a base salary determined by role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in cash and or forfeitable equity, awarded in recognition of individual achievements and contributions. A range of benefits and programs is offered to meet employee needs, including 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. 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. Referrals Referrals increase your chances of interviewing at JPMorganChase by 2x. Get notified about new Private Banker jobs in Dallas, TX. Seniority level Executive Employment type Full‑time Job function Finance and Sales #J-18808-Ljbffr JPMorganChase