U.S. Private Bank - Private Banker - Executive Director
About the role
We are seeking 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. You will work alongside a team of talented colleagues from other markets, businesses, and functions, offering opportunities to advance your career. As a Private Banker, you will advise families on building, preserving, and managing their wealth using your expertise in investments, financial planning, credit, and banking.
You will be part of a local team supported by an institutional platform with resources, specialists, and intellectual capital to help clients achieve their financial goals.
Responsibilities
- Manage and maintain client relationships by earning trust, 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 clients 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 clients across all lines of business of J.P. Morgan Chase & Co.
- Ensure proposed solutions fulfill clients' short, medium, and long-term needs through a holistic, goals-based planning approach.
- Strictly adhere to all risk and control policies, regulatory guidelines, and security measures.
Requirements
- Seven plus years of work experience in Private Banking or Financial Services.
- 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.
- Focus on the client experience and work tirelessly on the client’s behalf.
Preferred Qualifications
- 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 approach to business.
- Experience with and in-depth knowledge of equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity, and Real Estate.
Benefits
- Comprehensive health care coverage.
- On-site health and wellness centers.
- Retirement savings plan.
- Backup childcare.
- Tuition reimbursement.
- Mental health support and financial coaching.
Additional details about total compensation and benefits will be provided during the hiring process.
About Us
JPMorgan Chase, 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. With a history spanning over 200 years, we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing, and asset management.
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 spanning 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.