U.S. Private Bank - Private Banker - Executive Director
About The Position
The Private Banker in J.P. Morgan’s U.S. Private Bank advises families on building, preserving, and managing their wealth. The role uses expertise in investments, financial planning, credit, and banking to advise current clients on their overall balance sheets and to acquire new clients. The banker works as part of a local team, supported by an institutional platform and specialists who help clients pursue their goals. The role focuses on developing trusted client relationships and delivering tailored advice and thoughtful solutions through a holistic, goals-based planning approach. The Private Banker also generates business results, connects clients with other J.P. Morgan businesses, and complies with risk, regulatory, and security requirements.
Requirements
- Six or more years of work experience in private banking or financial services.
- Bachelor’s degree required.
- Series 7, 66, and SIE licenses required; unlicensed candidates may be considered but must obtain the licenses within 90 days of the start date.
- Proven sales success and strong business acumen.
- Strong community presence with an established network.
- Experience with or demonstrated understanding of investments, wealth planning, credit, and banking concepts.
- Focus on client experience and a commitment to working on clients’ behalf.
Nice To Haves
- MBA, JD, CFA, or CFP.
- Proactive approach, initiative, and critical-thinking skills for solving problems.
- Dynamic and credible professional with clear communication and exceptional presentation skills.
- Strong organizational skills and a disciplined, organized 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.
Responsibilities
- Manage and maintain client relationships by earning trust, understanding client needs, providing targeted advice, developing solutions, and delivering an exceptional client experience.
- Generate business results and acquire new assets from existing clients and through new client acquisition.
- Advise clients on their overall balance sheets, including asset allocation, investment management, wealth planning, credit, and banking needs.
- Partner with internal specialists to provide interdisciplinary expertise to clients.
- Connect clients across J.P. Morgan Chase & Co.’s lines of business.
- Ensure proposed solutions meet clients’ needs and objectives in the short, medium, and long term using a holistic, goals-based planning approach.
- Adhere to risk and control policies, regulatory guidelines, and security measures.
Benefits
- Competitive total rewards package, including base salary determined by role, experience, skill set, and location.
- Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
- Comprehensive health care coverage.
- On-site health and wellness centers.
- Retirement savings plan.
- Backup childcare.
- Tuition reimbursement.
- Mental health support.
- Financial coaching.
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What This Job Offers
Job Type
Full-time
Career Level
Executive
