Private Banking VP: Wealth Advisory & Growth

JPMorgan Chase & Co.; Maryland; On-site; USD 120,000 - 180,000; Full time

Job summary

JPMorgan Chase & Co. in the United States Private Bank seeks a Private Banker to advise families on building, preserving and managing wealth.

You will leverage investments, wealth planning, credit and banking to serve existing clients and attract new assets, collaborating with specialists across markets and functions to deliver first‑class client experiences. Join a local team supported by an institutional platform with resources to help you achieve client goals.

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 considered, but required to obtain licenses within 90 days of start date.

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

Skills

Private Banking

Financial Services

Client Relationship

Series 7/66 Licenses

Sales Skills

Networking

Education

Bachelor’s Degree

Job description

JPMorgan Chase & Co. in the United States Private Bank seeks a Private Banker to advise families on building, preserving and managing wealth.

You will leverage investments, wealth planning, credit and banking to serve existing clients and attract new assets, collaborating with specialists across markets and functions to deliver first‑class client experiences. Join a local team supported by an institutional platform with resources to help you achieve client goals.