JPMorgan Chase
U.S. Private Bank – Private Banker – Vice President or Executive Director
Milwaukee, WI · Director · Full-time · Posted Jun 16, 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 and assets.
What you'll do
- Manage client relationships and provide targeted advice and thoughtful solutions.
- Advise on clients’ balance sheets, including investments, wealth planning, credit, and banking.
- Acquire new clients and assets, partner with internal specialists, and follow risk and regulatory policies.
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.
- Knowledge of equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity, and Real Estate.
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