JPMorgan Chase
U.S. Private Bank - Private Banker - Managing Director
$300K–$450K
New York, NY · Director · Full-time · Posted Jul 31, 2025
- Experience
- Six plus years of work experience in Private Banking or Financial Services.
- Education
- Bachelor’s Degree required.
About the job
Advises private clients and families on wealth management, financial planning, investments, credit and banking while managing relationships and acquiring new clients and assets.
What you'll do
- Manage client relationships and deliver tailored advice and solutions across clients’ financial needs.
- Acquire new clients and assets, and generate business results from existing and new relationships.
- Coordinate with internal specialists and apply holistic, goals-based planning while following risk, regulatory and security policies.
What they ask for
- Six plus 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, and experience or demonstrated understanding of investments, wealth planning, credit and banking concepts.
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
New York,NY $300,000.00-$450,000.00 (base salary)
Model-written summary · the original posting is authoritative