JPMorgan Chase
U.S. Private Bank - Private Banker - Managing Director
$350K–$500K
Boston, MA · Director · Full-time · Posted Sep 2, 2026
- Experience
- At least 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, develops client relationships and new business, and coordinates holistic financial solutions across investments, planning, credit, and banking.
What you'll do
- Manage client relationships, understand needs, and provide tailored advice and solutions.
- Acquire new clients and assets, and advise on clients’ investments, wealth planning, credit, and banking needs.
- Coordinate with internal specialists and follow risk, regulatory, and security policies.
What they ask for
- Bachelor’s Degree.
- At least six plus years of work experience in Private Banking or Financial Services.
- Series 7, 66 and Insurance licenses; 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.
- In-depth knowledge of equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate.
Pay
$350,000.00-$500,000.00 USD base salary
Model-written summary · the original posting is authoritative