JPMorgan Chase
U.S. Private Bank - Private Banker - Senior Associate
$150K–$165K
New York, NY · Senior · Full-time · Posted Jul 29, 2026
- Experience
- Sales/origination experience required; no years specified.
- Education
- Bachelor’s Degree required.
About the job
Supports a Senior Banker in client acquisition, retention, day-to-day client management, and delivery of wealth management solutions in the U.S. Private Bank.
What you'll do
- Assist with daily client priorities, sales processes, and ongoing client management, including pitch books, client communications, and execution of client needs.
- Support client hierarchy and pipeline management.
- Assist in selling investment, banking, trust, and wealth-planning services and solutions.
What they ask for
- Bachelor’s Degree.
- Series 7 & 66 licenses; unlicensed candidates must obtain them within 90 days of start date.
- Sales/origination experience.
- Coachable professional with good business acumen.
Nice to have
- MBA, JD, CFA, or CFP.
- Excellent communication, analytical, and quantitative skills; ability to multitask and learn proprietary software.
Pay
$150,000.00-$165,000.00 USD base salary
Tools
Planning Station, WA models, MAPS/CHART
Model-written summary · the original posting is authoritative