JPMorgan Chase
U.S. Private Bank – Private Banker – Vice President
Austin, TX · Director · Full-time · Posted Aug 24, 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, understand needs, and deliver tailored advice and an exceptional client experience.
- Advise on clients’ balance sheets, including investments, wealth planning, credit, and banking; partner with internal specialists as needed.
- Generate business and acquire assets while following risk, regulatory, and security requirements.
What they ask for
- Bachelor’s Degree.
- Series 7, 66, and Insurance licenses; unlicensed candidates must obtain them within 90 days of start date.
- Proven sales success and strong business acumen.
- Experience or demonstrated understanding of investments, wealth planning, credit, and banking concepts.
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.
Model-written summary · the original posting is authoritative