JPMorgan Chase
U.S. Private Bank – Private Banker – Vice President or Executive Director
Birmingham, MI · 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 for the U.S. Private Bank.
What you'll do
- Manage client relationships, understand needs, and deliver targeted advice and an exceptional client experience.
- Acquire new assets and advise clients on investments, wealth planning, credit, banking, and their overall balance sheet.
- Partner with internal specialists, provide holistic goals-based solutions, 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.
- 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