U.S. Private Bank - Private Banker - Vice President or Executive Director
JPMorganChase
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
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. #J-18808-Ljbffr JPMorganChase- ...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... ...to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families...SuggestedTemporary workWork experience placementLocal area
- ...Private Banker In The International Private Bank 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 International Private Bank. If you have...SuggestedTemporary workWork experience placementLocal area
- ...highly skilled and experienced Investment Banking Vice President to join our dynamic Equity Capital... ...‑day client point of contact and lead banker on deals Reviewing and coordinating the... ...junior bankers to move the marketing/execution process forward Refining marketing/...SuggestedWork experience placement
- ...Private Banker In The International Private Bank We are seeking exceptionally talented, collaborative, confident, and motivated professionals to deliver a first-class client experience within J.P. Morgan's International Private Bank. If you have an entrepreneurial...SuggestedTemporary workWork experience placementLocal area
$122.4k - $228k
...Develops, manages, retains and grows profitable banking relationships with high-net-worth clients... ...personalized interaction. Develops and executes a business plan to profitably grow... ...decision making - In-depth / Expert. U.S. Only: This position will act as an originator...SuggestedPart timeShift work$122.4k - $228k
Develops, manages, retains and grows profitable banking relationships with high‑net‑worth clients... ...personalized interaction. Develops and executes a business plan to profitably grow... ...driven decision making - In‑depth / Expert. U.S. Only: This position will act as an...Local areaShift work- ...BNY Wealth The Vice President, Private Banking plays an important role within BNY Wealth , supporting... ...in close partnership with Private Bankers and key internal stakeholders, this... ...is responsible for helping drive the execution and ongoing management of lending and...Work at officeWorldwide
- ...services company in San Francisco is seeking an experienced Private Banker to provide exceptional wealth management services to clients.... ...acquisition. Ideal candidates will have a strong background in private banking with proven sales success, a focus on client experience, and...
- The Hispanic Alliance for Career Enhancement in San Francisco is looking for a professional to develop and manage profitable banking relationships with high-net-worth clients. The role demands a focus on providing expert service and personalized interaction, ensuring client...
- ...partnering with a boutique private bank headquartered in New York City... ...to recruit a Senior Private Banker for its San Francisco office... ...overview The Managing Director -Senior Private Banker is responsible... ...client service and flawless execution on client requests,...Work at office
$300k - $350k
...$300,000.00/yr - $350,000.00/yr Position title: Private Bankers and Investment Counselors MD: $350K Director: $250K-$300K TOTAL COMP: $500K+++ Bonus : Discretionary... ...is based on performance Must Haves Private Bank experience only (not wirehouse or retail banking)...Full timeWork at office$200k - $250k
...in San Francisco About Our Client Nationally Chartered U.S. Bank Job Description Key Responsibilities Drive growth in... ...Deliver exceptional client service and ensure accurate, timely execution of client requests, including cash movements, securities...Permanent employment$181.9k - $397.7k
...currently seeking a Managing Director to join our Strategic... ...performing due diligence, and executing both M&A transactions and private / public financings. The... ...capital or investment banking. High upside candidates... ...holders). If you are a recent U.S. college / university...Work experience placementInternshipLocal area$50.1k - $82.8k
...75 San Bruno Ave.Job Family Group:Retail Banking Sales & ServiceBilingual in English, Cantonese... ...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 originator...Contract workPart timeLocal areaImmediate startDay shift- ...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... ...loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most...Immediate startAfternoon shift
- ...with and supporting early‑stage tech startups, enjoy building relationships and bringing in new clients. A role as a Startup Banking Commercial Banker is for you. As a Commercial Banker focusing on Business Development (BD), you are responsible for growing and retaining...Bank staff
- ...AI to the credit unions and community banks that serve everyday Americans. We're not... ...millions of people who've never had a private banker. Backed by $30M in Series A funding... ...Sales, Product, Implementation, and the executive team. You will inherit a team of CSMs and...Work at office
- ...Manager Area Manager is for you. As an Area Manager in Business Banking, you'll lead a team of Business Relationship Managers (BRM) in... ...Management, Home Lending, Branch Teams, Commercial Bank, and Private Bank - to foster a One Chase, client‑centric environment and represent...Work experience placementWork at officeLocal area
- ...Senior Vice President of Sales About the Company Private equity-backed technology company focused on risk management... ...team, and collaborating with the executive team and cross-functional stakeholders... ...company's expansion both in the U.S. and globally. Hiring...For contractors
- ...Manager Area Manager is for you. As an Area Manager in Business Banking, you'll lead a team of Business Relationship Managers (BRM) in... ...Wealth Management, Home Lending, Branch Teams, Commercial Bank, and Private Bank—to foster a client‑centric environment and represent the...Work experience placementWork at officeLocal area
$280k - $350k
..., Finance & Operations, the Vice President, Strategic Finance will own... ...strategic finance, FP&A, investment banking, private equity, or management... ...Excellent communication and executive presence; comfortable with CEO... ..., and expected impact. U.S. Benefits. Full‑time U.S....Full timeWork at officeLocal areaFlexible hours- ...Commercial Banker If you are customer-focused, enjoy building relationships, and collaborating... ...As a Commercial Banker in Mid-Corporate Banking, your primary responsibility will be new... ...expertise and strong transaction execution skills FINRA Series 79, 63 and...Local areaFlexible hours
- ...relationships and providing financial advice to your clients. A role as a Government Relationship Executive is for you. As a Relationship Executive in Government Banking, your primary role will be to acquire, grow and retain profitable relationships within these...Local area
- ...influence, and community engagement.* Build and execute a personal business development plan to... ...acquisition in financial services, private banking, or wealth management.* Minimum 8-10... ...required to work onsite 4 days per week.**U.S. Eligibility Requirements*** Must be 1...Permanent employmentTemporary workWork at office
- ...influence, and community engagement. Build and execute a personal business development plan to... ...acquisition in financial services, private banking, or wealth management. Minimum 8–10... ...to submit to background investigation. U.S. citizenship or permanent residency unless...Permanent employmentTemporary workWork at officeFlexible hours
- ...Vice President, Treasury About the Company Industry-leading mortgage lender Industry... ...Financial Services Type Privately Held Founded 1990 Employees... ...Categories Financial Services Banking Northeast Specialties...
- ...Vice President of Accounting About the Company Innovative SaaS... ...Internet Type Privately Held Founded 1997... ...clear priorities and strong execution. This role is pivotal in leading... ...cash management, treasury, banking, tax coordination, or related...
- ...advice to businesses, a role as a Commercial Banker might be perfect for you. As a Commercial Banker in Mid-Corporate Banking, your primary responsibility will be new... ...Corporate finance expertise and strong transaction execution skills FINRA Series 79, 63 and Securities...Local areaFlexible hours
- ...Managing Director, Strategic Finance and FP&A RSM is currently seeking a... ...landscapes, performing due diligence, and executing both M&A transactions and private / public financings. The ideal... ..., venture capital or investment banking. High upside candidates with backgrounds...Work experience placement
- ...Vice President of Business Development About the Company Industry... ...Financial Services Type Privately Held About the Role... ...exceeding growth targets, and executing go-to-market strategies to position... ...deep integrations with banks, payment networks, and digital...Worldwide
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!
- personal banker San Francisco, CA
- private banker San Francisco, CA
- vp lending San Francisco, CA
- senior vice president communications San Francisco, CA
- vice president strategic account San Francisco, CA
- vice president development San Francisco, CA
- vice president information technology San Francisco, CA
- vice president clinical operations San Francisco, CA
- vice president real estate development San Francisco, CA
- vice president San Francisco, CA


