JPMorgan Chase
U.S. Private Bank - Private Banker - Vice President or Executive Director
$170K–$225K
San Diego, CA · Director · Full-time · Posted Sep 1, 2026
- Experience
- Six plus years of work experience in Private Banking or Financial Services.
- Education
- Bachelor’s Degree required.
About the job
Advises U.S. Private Bank clients on building, preserving, and managing wealth while developing client relationships and acquiring new business.
What you'll do
- Manage client relationships and deliver targeted advice and an exceptional client experience.
- Advise clients on investments, financial planning, credit, banking, and their overall balance sheet; partner with internal specialists as needed.
- Generate business results and acquire new assets while following risk, regulatory, and security requirements.
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 experience or demonstrated understanding of investments, wealth planning, credit and banking concepts.
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