JPMorgan Chase
U.S. Private Bank – Private Banker – Managing Director
$300K–$450K
San Francisco, CA · Director · Full-time · Posted Sep 21, 2026
- Experience
- Work experience in Private Banking or Financial Services; no number of years stated.
- 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, understand needs, and deliver tailored advice and an exceptional client experience.
- Advise on clients’ overall balance sheets, including investments, wealth planning, credit, and banking; partner with internal specialists as needed.
- Generate business and acquire new clients and assets while following risk, regulatory, and security policies.
What they ask for
- Work experience in Private Banking or Financial Services.
- Bachelor’s Degree.
- Series 7, 66, and Insurance licenses, or 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.
- In-depth knowledge of equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate.
Pay
$300,000.00-$450,000.00 USD base salary
Model-written summary · the original posting is authoritative