JPMorgan Chase
U.S. Private Bank - Private Banker - Vice President
Tampa, FL · Director · Full-time · Posted Sep 30, 2026
- Experience
- Six plus years of work experience in Private Banking or Financial Services.
- Education
- Bachelor’s Degree required.
About the job
Advises families on building, preserving, and managing wealth, while maintaining client relationships and acquiring new business.
What you'll do
- Manage client relationships and provide targeted advice and solutions.
- Acquire new clients and assets, and advise on investments, wealth planning, credit, and banking.
- Coordinate with internal specialists and follow risk, regulatory, and security policies.
What they ask for
- Six 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 an established community network.
Nice to have
- MBA, JD, CFA, or CFP preferred.
- Experience with equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate.
Model-written summary · the original posting is authoritative