U.S. Private Bank - Private Banker - Vice President or Executive Director

We are actively seeking talented individuals who are collaborative, confident, and motivated to deliver a first-class client experience within J.P. Morgan's U.S. Private Bank. If you possess an entrepreneurial mindset and enjoy challenging yourself, J.P. Morgan is the right place for you. You will collaborate with a diverse team of professionals across markets, businesses, and functions, providing opportunities to advance your career. As a Private Banker, your role involves advising families on building, preserving, and managing their wealth. Your expertise in investments, financial planning, credit, and banking will enable you to advise current clients on their entire balance sheet and attract new clients. You will be supported by a local team and an institutional platform with extensive resources, specialists, and intellectual capital to help you succeed. Job responsibilities include: Managing and maintaining client relationships by earning trust, understanding their needs, providing targeted advice, and delivering exceptional service. Generating business results through client retention and new asset acquisition. Advising clients on their overall balance sheet, including asset allocation, investment management, and wealth planning. Partnering with internal specialists to offer comprehensive expertise. Connecting clients across all lines of J.P. Morgan's business. Ensuring solutions meet clients' short, medium, and long-term objectives through holistic, goal-based planning. Adhering strictly to risk, control policies, regulatory guidelines, and security measures. Required qualifications include: Six+ years of experience in Private Banking or Financial Services. Bachelor's Degree. Series 7, 66, and Insurance licenses; unlicensed candidates may be considered if they obtain licenses within 90 days. Proven sales success and strong business acumen. Established community presence and network. Knowledge of investments, wealth planning, credit, and banking concepts. Preferred qualifications include an MBA, JD, CFA, or CFP, along with proactive initiative, strong communication, presentation skills, organizational discipline, and experience with equity, fixed income, hedge funds, private equity, and real estate investments. J.P. Morgan, one of the oldest financial institutions, offers innovative solutions across investment banking, consumer and small business banking, commercial banking, and asset management. We provide a competitive total rewards package, including base salary, commissions, discretionary incentives, and comprehensive benefits such as health care, wellness centers, retirement plans, and more. We value diversity and are an equal opportunity employer, committed to inclusion and non-discrimination based on protected attributes. Reasonable accommodations are available for religious practices, mental health, or physical disabilities. Visit our FAQs for more information about accommodations. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans.

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