JPMorgan Chase
U.S. Private Bank - Private Banker - Managing Director
Tampa, FL · Director · Full-time · Posted Aug 21, 2026
- Experience
- Six 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 provide advice on investments, wealth planning, credit, and banking.
- Generate business results and acquire new assets from existing and new clients.
- Partner with internal specialists to provide holistic, goals-based solutions and follow risk, regulatory, and security policies.
What they ask for
- Six or more years of work experience in Private Banking or Financial Services.
- Bachelor’s Degree.
- Series 7, 66, and Insurance licenses; 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