JPMorgan Chase
U.S. Private Bank - Private Banker - Executive Director
Orlando, FL · Director · Full-time · Posted Apr 20, 2026
- Experience
- Six plus years of work experience in Private Banking or Financial Services.
- Education
- Bachelor’s Degree required; MBA, JD, CFA, or CFP preferred.
About the job
Advises families on building, preserving, and managing wealth, while maintaining client relationships and acquiring new business.
What you'll do
- Manage client relationships and provide targeted advice and solutions across clients’ balance sheets.
- Generate business results and acquire new assets from existing and new clients.
- Coordinate with internal specialists 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.
- In-depth knowledge of equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate.
Model-written summary · the original posting is authoritative