IPB - Transition Banker - GFG

Position Summary:

If you have an entrepreneurial mindset and thrive on challenging yourself, J.P. Morgan is the place for you. You will work alongside talented colleagues across markets, businesses, and functions, gaining broad exposure and support to take your career to the next level while maintaining a client-first approach.


As a Private Banker in the International Private Bank's Global Families Group, you will advise complex, cross-border clients on building, preserving, and managing their wealth across multiple jurisdictions. You will leverage your expertise in investments, financial planning, credit, and banking to provide holistic, balance sheet advice-and drive new client acquisition-while coordinating across multi-asset investing, customized lending, cross-border wealth planning, fiduciary services, banking, philanthropic advisory, and family office support. You will be part of a local team based in New York or San Francisco and be supported by an institutional platform with the resources, specialists, and intellectual capital to help clients achieve their global goals.


Job Responsibilities:

• Manage and deepen relationships with UHNW/HNW families by earning trust, thoroughly understanding multi-jurisdiction needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience.

• Generate business results and acquire new assets and relationships across international networks; drive net new AUM, inflows, and ROA from both existing and new clients.

• Advise clients on their overall balance sheet, including strategic asset allocation, investment management, cross-border wealth planning, customized credit and lending (including multi-currency and leverage where appropriate), and day-to-day banking.

• Partner with internal specialists-Investment Solutions, Lending, Wealth Planning, Trust & Fiduciary, Banking, and Family Office-to deliver integrated, cross-disciplinary solutions.

• Connect clients to J.P. Morgan's full capabilities across lines of business where appropriate.

• Ensure proposed solutions meet clients' short-, medium-, and long-term objectives using a holistic, goals-based planning framework, mindful of cross-border considerations.

• Strictly adhere to all risk and control policies, KYC/AML and cross-border rules, regulatory guidelines, suitability standards, and security measures.

Required Qualifications, Capabilities, and Skills:

• Three plus years of work experience in Private Banking or Financial Services serving HNW/UHNW or institutional clients.

• 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, strong business acumen, and disciplined pipeline management with a track record of AUM growth and revenue generation.

• Strong community presence with an established network among internationally active families, family offices, and centers of influence.

• Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts, and cross-border client considerations.

• Focuses on the client experience and works tirelessly on the client's behalf.

• Fluent in English.

Preferred Qualifications, Capabilities, and Skills:

• MBA, JD, CFA, CAIA, 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 equity and fixed income markets and alternative investments, including hedge funds, private equity, and real estate.

• Exposure to cross-border wealth planning, trust and fiduciary structures, and customized lending solutions; familiarity with multi-currency portfolios and international regulatory environments.

• Additional languages relevant to global client coverage strongly preferred.

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

Base Pay/Salary
New York,NY $100,000 - $145,000 / year