JPMorgan Chase
U.S. Private Bank - Private Banker - Vice President or Executive Director
Phoenix, AZ · Director · Full-time · Posted Oct 6, 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 developing client relationships and acquiring new business and assets.
What you'll do
- Manage client relationships, understand needs, and deliver tailored advice and solutions.
- Advise on clients’ balance sheets, including investments, wealth planning, credit, and banking; partner with internal specialists as needed.
- Generate business and acquire new assets while following risk, control, 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.
- Experience and 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