JPMorgan Chase
U.S. Private Bank - Private Banker - Vice President or Executive Director
$170K–$225K
Pasadena, CA · Director · Full-time · Posted Apr 10, 2025
- 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 developing client relationships and acquiring new assets.
What you'll do
- Manage client relationships and provide targeted, holistic advice on clients’ balance sheets, including investments, planning, credit, and banking.
- Generate business results and acquire new assets from existing and new clients.
- Partner 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, an established community network, and experience or demonstrated understanding of investments, wealth planning, credit, and banking.
Nice to have
- MBA, JD, CFA, or CFP preferred.
- In-depth knowledge of equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate.
Pay
$170,000.00-$225,000.00 USD base salary
Model-written summary · the original posting is authoritative