JPMorgan Chase
U.S Private Bank - Private Banker, Senior Associate
$150K–$165K
San Francisco, CA · Senior · Full-time · Posted Oct 12, 2026
- Experience
- Sales/origination experience required; no number of years stated.
- Education
- Bachelor’s Degree required.
About the job
Supports a Senior Banker in acquiring and retaining private banking clients and delivering wealth management solutions.
What you'll do
- Support daily client priorities, sales processes, and ongoing client management.
- Coordinate client communications and needs, and help manage client hierarchies and pipelines.
- Assist with the sale of investment, banking, and trust services, including portfolio reviews, deposit and loan solutions, and wealth planning opportunities.
What they ask for
- Bachelor’s Degree.
- Series 7 & 66 licenses, or 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 manage priorities 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