Senior Private Banker — VP/ED

J.P. Morgan; New York (NY); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health care coverage

On-site health and wellness centers

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorganChase in New York is seeking a seasoned Private Banker to advise high‑net‑worth families on wealth accumulation, preservation and balance‑sheet management. You will leverage investments, credit and banking expertise to serve existing clients and attract new assets within a collaborative, institutionally supported platform.

The role emphasizes client experience, a strong network, and rigorous risk and regulatory compliance, with opportunities to work across markets and product specialists

Qualifications

• Six plus years of work experience in Private Banking or Financial Services.
• Bachelor’s Degree required; advanced certifications preferred.
• Series 7, 66 and Insurance licenses required or obtainable within 90 days.
• Proven sales success and strong business acumen.
• Established community network and client referrals.

Responsibilities

• Manage and maintain relationships with clients by earning trust and delivering an exceptional client experience.
• Generate business results and acquire new assets from existing and new clients.
• Advise clients on the balance sheet, including asset allocation and investment management.
• Partner with internal specialists to provide interdisciplinary expertise.
• Connect clients across all lines of business at JPMorgan Chase & Co.
• Ensure solutions meet clients' needs in the short, medium and long term via holistic planning.
• Strictly adhere to risk, controls, and regulatory guidelines.

Education

Bachelor’s Degree

MBA / JD / CFA / CFP preferred

Tools

Series 7 license

Series 66 license

Insurance licenses

Job description

JPMorganChase in New York is seeking a seasoned Private Banker to advise high‑net‑worth families on wealth accumulation, preservation and balance‑sheet management. You will leverage investments, credit and banking expertise to serve existing clients and attract new assets within a collaborative, institutionally supported platform.

The role emphasizes client experience, a strong network, and rigorous risk and regulatory compliance, with opportunities to work across markets and product specialists