Private Banker - Wealth Planning & Asset Management

JPMorgan Chase & Co.; New York (NY); On-site; USD 150,000 - 230,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

On-site wellness centers

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorganChase, a leading U.S. private bank, seeks a seasoned Private Banker to manage high-net-worth client relationships. You will advise on investments, wealth planning, credit and banking, while generating new assets and collaborating with internal specialists across markets and functions.

The role emphasizes a client-first mindset, depth of market knowledge, and strong execution across short- to long-term objectives, with a focus on holistic financial planning.

Qualifications

• Six plus years of work experience in Private Banking or Financial Services.
• Bachelor’s Degree required.
• Series 7, 66 and Insurance licenses required or must obtain within 90 days of start date.
• Strong sales track record and solid business acumen.

Responsibilities

• Manage and maintain relationships with clients by earning trust and understanding client needs.
• Generate business results and acquire new assets from existing and new clients.
• Advise clients on balance sheets, asset allocation, wealth planning, credit and banking needs.
• Partner with internal specialists to provide interdisciplinary expertise.
• Connect clients across all lines of business within JPMorgan Chase & Co.
• Ensure proposed solutions meet client goals with a holistic planning approach.

Skills

Proven sales success

Strong business acumen

Client relationship skills

Community networking

Investment concepts understanding

Client-focused mindset

Education

Bachelor’s Degree

Series 7, 66 and Insurance licenses

MBA/JD/CFA/CFP preferred

Job description

JPMorganChase, a leading U.S. private bank, seeks a seasoned Private Banker to manage high-net-worth client relationships. You will advise on investments, wealth planning, credit and banking, while generating new assets and collaborating with internal specialists across markets and functions.

The role emphasizes a client-first mindset, depth of market knowledge, and strong execution across short- to long-term objectives, with a focus on holistic financial planning.