JPMorgan Chase
U.S. Private Bank – Private Banker – Vice President or Executive Director
Baton Rouge, LA · Director · Full-time · Posted May 15, 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 managing and building wealth, maintains client relationships, and grows business through asset acquisition and holistic financial solutions.
What you'll do
- Manage client relationships and provide tailored advice and solutions across clients’ financial needs.
- Acquire new clients and assets while advising on investments, wealth planning, credit, and banking.
- 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, established community network, and 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.
Model-written summary · the original posting is authoritative