JPMorgan Chase
U.S. Private Bank - Private Banker - Executive Director
NC · Director · Full-time · Posted Jul 28, 2026
- Experience
- Six plus years; no stated alternatives.
- Education
- Bachelor’s Degree required.
About the job
Advises private banking clients on building, preserving, and managing wealth while maintaining relationships and acquiring new clients and assets.
What you'll do
- Manage client relationships and provide tailored advice and solutions across investments, wealth planning, credit, and banking.
- Generate business results and acquire new assets from existing and new clients.
- Partner with internal specialists, connect clients across business lines, and follow risk, regulatory, and security policies.
What they ask for
- Six plus 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 them within 90 days of start date.
- Proven sales success, strong business acumen, an established community network, and understanding of investments, wealth planning, credit, and banking.
Nice to have
- MBA, JD, CFA, or CFP.
- Experience with equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate.
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