U.S. Private Bank - Private Banker - Managing 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 diverse 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, 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 within J.P. Morgan Chase & Co.
• Ensure proposed solutions fulfill clients' short, medium, and long-term needs through holistic, goals-based planning.
• Strictly adhere to all risk and control policies, regulatory guidelines, and security measures.

Requirements

• Six or more years of work experience in Private Banking or Financial Services.
• Bachelor's Degree required.
• Series 7, 66, and Insurance licenses required; unlicensed candidates 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.
• Client-focused with a commitment to delivering exceptional service.

Preferred Qualifications

• MBA, JD, CFA, or CFP preferred.
• Proactive, takes initiative, and uses critical thinking to solve problems.
• Dynamic and credible professional with exceptional communication and presentation skills.
• Strong organizational skills with a disciplined and structured 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 prominent corporate, institutional, and government clients under the J.P. Morgan and Chase brands. With over 200 years of history, we are leaders in investment banking, consumer and small business banking, commercial banking, financial transaction processing, and asset management.

Our success is directly linked to the diverse talents of our global workforce. We are an equal opportunity employer and value diversity and inclusion. We do not discriminate based on any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, age, marital or veteran status, pregnancy, disability, or any other basis protected by applicable law. Reasonable accommodations are available for religious practices, mental health, or physical disability needs.

About the Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides strategies and expertise spanning the full spectrum of asset classes through a 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.