Senior Fund Banking Advisor — Emerging PE & VC

JPMorganChase; New York (NY); On-site; USD 90,000 - 140,000; Full time

Job summary

JPMorganChase's U.S. Private Bank seeks a Fund Banker to advise Emerging Private Equity and Venture Capital firms on banking, cash management and lending solutions.

You will work with solutions teams and Private Bankers nationwide, leveraging investments, banking and credit expertise to guide clients on their balance sheets and showcase the Private Bank's capabilities. In this fast-paced role you will manage a significant client portfolio, collaborate across markets and functions, and help

Qualifications

• 3+ years of experience in Private Banking or Financial Services.
• Bachelor's degree required.
• Series 7 and 66 licenses required or to be obtained within 90 days of start date.
• Proven sales success and strong business acumen.
• Team-oriented mindset in a fast-paced environment.
• Experience with investments, credit, and banking concepts.
• Passion for delivering an outstanding client experience.

Responsibilities

• Build and maintain strong relationships with a diverse client base, earning trust and delivering an exceptional client experience.
• Reconnect with dormant clients through proactive outreach, marketing follow-up, and CRM insights to deepen relationships and drive revenue growth.
• Collaborate with internal specialists to deliver interdisciplinary expertise and holistic solutions to clients.
• Generate referrals and acquire new assets from existing clients and internal network.
• Partner with Private Bank and cross-LOB colleagues to build a robust referral network.
• Connect clients to the JPMorgan Chase ecosystem to support long-term goals.
• Ensure solutions align with clients' short-, medium-, and long-term objectives.
• Uphold the highest standards by adhering to risk and control policies, regulatory guidelines and security measures.

Skills

Private Banking

Series 7/66

Sales track record

Bachelor's degree

Client-focused

Investments & Banking

Team collaboration

Education

Bachelor's degree

Job description

JPMorganChase's U.S. Private Bank seeks a Fund Banker to advise Emerging Private Equity and Venture Capital firms on banking, cash management and lending solutions.

You will work with solutions teams and Private Bankers nationwide, leveraging investments, banking and credit expertise to guide clients on their balance sheets and showcase the Private Bank's capabilities. In this fast-paced role you will manage a significant client portfolio, collaborate across markets and functions, and help