JPMorgan Chase Bank, N.A.
U.S. Private Bank - Private Banker - Executive Director
JPMorgan Chase Bank, N.A., Fort Lauderdale, Florida, us, 33336
Overview
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first‑class experience to clients within J.P. Morgan U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to give you the opportunity to take your career to the next level. Responsibilities
Manage and maintain client relationships by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. Generate business results and acquire new assets from both the existing client base and new client acquisition. Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs. Partner with internal specialists to provide interdisciplinary expertise to clients when needed. Connect your clients across all lines of business of J.P. Morgan. Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic, goals‑based planning approach. Strictly adhere to all risk and control policies, regulatory guidelines and security measures. Required Qualifications, Capabilities, and Skills
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 considered but must obtain licenses within 90 days of start date. Proven sales success and strong business acumen. Strong community presence with an established network. Experience or demonstration of investments, wealth planning, credit and banking concepts. Focuses on the client experience and works tirelessly on the client's behalf. Preferred Qualifications, Capabilities, and Skills
MBA, JD, CFA, or CFP preferred. Proactive, takes initiative, and uses critical thinking to solve problems. Dynamic and credible professional who communicates with clarity and has exceptional presentation skills. Demonstrates strong organizational skills and applies a disciplined and organized approach throughout business. Experience with and in‑depth knowledge of the equity and fixed income markets and alternative investments, including hedge funds, private equity and real estate. Benefits and Compensation
We offer a competitive total rewards package including base salary determined based on role, experience, skill set and location. Eligible individuals may receive commission‑based pay and/or discretionary incentive compensation in cash and/or forfeitable equity. We also offer a range of benefits and programs to meet employee needs, including comprehensive health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. Equal Opportunity Employer
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
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We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first‑class experience to clients within J.P. Morgan U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to give you the opportunity to take your career to the next level. Responsibilities
Manage and maintain client relationships by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. Generate business results and acquire new assets from both the existing client base and new client acquisition. Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs. Partner with internal specialists to provide interdisciplinary expertise to clients when needed. Connect your clients across all lines of business of J.P. Morgan. Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic, goals‑based planning approach. Strictly adhere to all risk and control policies, regulatory guidelines and security measures. Required Qualifications, Capabilities, and Skills
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 considered but must obtain licenses within 90 days of start date. Proven sales success and strong business acumen. Strong community presence with an established network. Experience or demonstration of investments, wealth planning, credit and banking concepts. Focuses on the client experience and works tirelessly on the client's behalf. Preferred Qualifications, Capabilities, and Skills
MBA, JD, CFA, or CFP preferred. Proactive, takes initiative, and uses critical thinking to solve problems. Dynamic and credible professional who communicates with clarity and has exceptional presentation skills. Demonstrates strong organizational skills and applies a disciplined and organized approach throughout business. Experience with and in‑depth knowledge of the equity and fixed income markets and alternative investments, including hedge funds, private equity and real estate. Benefits and Compensation
We offer a competitive total rewards package including base salary determined based on role, experience, skill set and location. Eligible individuals may receive commission‑based pay and/or discretionary incentive compensation in cash and/or forfeitable equity. We also offer a range of benefits and programs to meet employee needs, including comprehensive health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. Equal Opportunity Employer
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
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