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

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

Join to apply for the U.S. Private Bank - Private Banker - Vice President or Executive Director role at JPMorganChase

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

2 weeks ago Be among the first 25 applicants

Join to apply for the U.S. Private Bank - Private Banker - Vice President or Executive Director role at JPMorganChase

Get AI-powered advice on this job and more exclusive features.

Job Description

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’s 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 provide you with the opportunity to take your career to the next level.

Job Description

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’s 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 provide you with the opportunity to take your career to the next level.

As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.

Job Responsibilities

• Manage and maintain relationships with clients 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, both from 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 Chase & Co.
• 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

Preferred Qualifications, Capabilities, And Skills

ABOUT US

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and / or discretionary incentive compensation, paid in the form of cash and / or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include 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.

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.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability / Veterans

About The Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

Seniority level

Seniority level

Director

Employment type

Employment type

Full-time

Job function

Job function

Finance and Sales

Referrals increase your chances of interviewing at JPMorganChase by 2x

Sign in to set job alerts for “Private Banker” roles.

San Francisco, CA $100,000 - $130,000 2 weeks ago

San Francisco, CA $85,000 - $135,000 3 weeks ago

San Francisco, CA $120,000 - $135,000 2 weeks ago

Citi Wealth at Work - Investment Relationship Officer - Officer

San Francisco, CA

$78,320.00

$109,280.00

3 days ago

Pleasanton, CA

$100,000.00

$200,000.00

1 month ago

San Francisco, CA

$170,000.00

$300,000.00

4 days ago

Pleasanton, CA

$80,000.00

$100,000.00

2 weeks ago

San Ramon, CA

$90,000.00

$100,000.00

2 weeks ago

Fremont, CA

$95,100.00

$129,300.00

1 week ago

Director, Investment Counselor - Citi Private Bank

San Francisco, CA

$115,000.00

$190,000.00

3 weeks ago

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

Principal Consultant - Commercial Lending Loan IQ (Financial Services)

Walnut Creek, CA $117,725 - $138,500 1 day ago

Financial Advisor - Team Sponsored Launch - San Francisco Peninsula Group

San Francisco, CA $44,300 - $66,400 6 days ago

San Francisco, CA $135,000 - $175,000 1 month ago

Business Banking Relationship Manager 4 -East Bay

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr