JPMorgan Chase
U.S. Private Bank – Private Banker – Executive Director or Vice President (Atlanta, GA)
Atlanta, GA · Director · Full-time · Posted Oct 23, 2024
- Experience
- Six plus years of work experience in Private Banking or Financial Services.
- Education
- Bachelor’s Degree required.
About the job
Advises families on managing and building wealth, maintains client relationships, and acquires new clients and assets for J.P. Morgan’s U.S. Private Bank.
What you'll do
- Manage client relationships and provide advice on investments, wealth planning, credit, banking, and overall balance sheets.
- Generate business results and acquire assets from existing and new clients.
- Partner with internal specialists, deliver goals-based solutions, 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, and an established community network.
Nice to have
- MBA, JD, CFA, or CFP preferred.
- Experience and 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