JPMorgan Chase
U.S. Private Bank – Private Banker – Managing Director
Houston, TX · Director · Full-time · Posted Jun 22, 2026
- Experience
- Work experience in Private Banking or Financial Services; no years specified.
- 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 tailored advice and solutions.
- Advise on clients’ balance sheets, including investments, wealth planning, credit, and banking.
- Generate business and acquire new clients and assets while coordinating with internal specialists.
What they ask for
- Work experience in Private Banking or Financial Services.
- Bachelor’s degree.
- Series 7 and 66 licenses, or obtain them within 90 days of start date; unlicensed candidates are considered.
- 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.
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