JPMorgan Chase
U.S. Private Bank - Private Banker - Executive Director / Vice President
$170K–$250K
Boston, MA · Director · Full-time · Posted Jan 28, 2026
- Experience
- Seven plus years of work experience in Private Banking or Financial Services.
- Education
- Bachelor’s Degree required.
About the job
Advises families on building, preserving, and managing wealth, while maintaining client relationships and acquiring new clients and assets.
What you'll do
- Manage client relationships and develop tailored solutions for their needs.
- Advise on investments, wealth planning, credit, banking, and clients’ overall balance sheets.
- Acquire new clients and assets, coordinate with internal specialists, and follow risk and regulatory policies.
What they ask for
- Seven 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 experience or demonstrated understanding of investments, wealth planning, credit and banking concepts.
Nice to have
- MBA, JD, CFA, or CFP.
- Experience with and in-depth knowledge of equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate.
Pay
USD $170,000.00-$250,000.00 base salary
Model-written summary · the original posting is authoritative