JPMorgan Chase
U.S. Private Bank - Private Banker - Senior Associate
$150K–$165K
New York, NY · Senior · Full-time · Posted Aug 24, 2026
- Experience
- Three plus years of work experience in Private Banking or Financial Services.
- Education
- Bachelor’s Degree required.
About the job
Advises families on managing their wealth, provides holistic financial solutions, maintains client relationships, and acquires new clients and assets.
What you'll do
- Manage client relationships and provide targeted advice and an exceptional client experience.
- Advise on clients’ balance sheets, including investments, wealth planning, credit, and banking.
- Generate business and acquire assets, partnering with internal specialists as needed.
What they ask for
- Three plus years of work experience in Private Banking or Financial Services.
- Bachelor’s Degree required.
- Series 7, 66 and Insurance licenses required; 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.
- Experience with equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate.
Pay
$150,000.00-$165,000.00 USD base salary
Model-written summary · the original posting is authoritative