JPMorgan Chase
U.S. Private Banker - Investment Specialist - Vice President
$162K–$280K
New York, NY · Director · Full-time · Posted Jul 24, 2026
- Experience
- Seven plus years in Private Banking or Financial Services.
- Education
- Bachelor’s degree required.
About the job
Advises U.S. Private Bank clients on investment solutions, helping bankers win and deepen client relationships.
What you'll do
- Review client investment objectives, recommend investment products, develop investment policy statements, and advise on asset allocation.
- Close complex investment product sales and coordinate sales efforts with Capital Advisors, Trust Officers, and Wealth Advisors.
- Serve as a primary investment resource for qualified purchaser clients, follow securities policies, and guide junior staff.
What they ask for
- Bachelor’s degree.
- Series 7, 66, and Insurance licenses; unlicensed candidates must obtain them within 90 days of starting.
- Seven plus years of experience in Private Banking or Financial Services.
- Demonstrated understanding of wealth management, including credit, deposits, trust, and financial planning.
Nice to have
- MBA or CFA.
- Experience providing complex investment solutions to individuals and knowledge of hedge funds, private equity, or alternative investments.
Pay
USD 161,500.00-USD 280,000.00 base salary
Model-written summary · the original posting is authoritative