Executive Private Banker: Wealth Strategy & Growth

JPMorgan Chase & Co.; Atlanta (GA); On-site; USD 120,000 - 180,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a seasoned Private Banker to advise families on building, preserving and managing wealth in the U.S. Private Bank. The role focuses on delivering tailored solutions across investments, credit and banking, backed by a strong institutional platform.

You will work with a local team, leverage an extensive advisory network, and strive to grow client assets while maintaining exceptional service and risk controls.

Qualifications

• Six+ years of work experience in Private Banking or Financial Services.
• Bachelor’s Degree required.
• Series 7, 66 and Insurance licenses required; unlicensed candidates may apply 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 understanding of investments, wealth planning, credit and banking concepts.
• Focus on the client experience and work tirelessly on the client’s behalf.

Responsibilities

• Manage and maintain relationships with clients by earning trust, understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience.
• Generate business results and acquire new assets from existing clients and new client acquisition.
• Advise clients on asset allocation, investment management, wealth planning, credit and banking needs.
• Partner with internal specialists to provide interdisciplinary expertise to clients when needed.
• Connect clients across all lines of business of JPMorgan Chase & Co.
• Ensure proposed solutions meet clients’ needs and objectives in the short, medium and long term through holistic planning.
• Strictly adhere to all risk and control policies, regulatory guidelines and security measures.

Skills

Private Banking

Wealth Management

Sales Excellence

Client Relationship

Financial Planning

Investment Knowledge

Credit & Banking

Networking

Education

Bachelor's Degree

Job description

JPMorgan Chase & Co. is seeking a seasoned Private Banker to advise families on building, preserving and managing wealth in the U.S. Private Bank. The role focuses on delivering tailored solutions across investments, credit and banking, backed by a strong institutional platform.

You will work with a local team, leverage an extensive advisory network, and strive to grow client assets while maintaining exceptional service and risk controls.