Senior Private Banker — Wealth Advisory & Planning

JPMorgan Chase & Co.; New York (NY); On-site; USD 120,000 - 240,000; Full time

Job summary

JPMorgan Chase & Co. in New York seeks an experienced Private Banker to advise families on building, preserving and managing wealth. You will work with a local team and cross‑market specialists to tailor holistic solutions across investments, planning and credit.

Responsibilities include maintaining client relationships, generating assets, advising on balance sheets, and collaborating with internal partners to deliver sound, compliant financial strategies for short, medium and long‑term goals.

Qualifications

• Experience in private banking or wealth management required.
• Strong sales and client development skills with a proven track record.
• Deep knowledge of investments, planning, credit and banking concepts.

Responsibilities

• Manage and maintain client relationships by earning trust and understanding client needs.
• Generate business results and acquire new assets from existing clients and new clients.
• Advise clients on their balance sheet, asset allocation, investments and wealth planning.
• Collaborate with internal specialists to provide interdisciplinary expertise.
• Connect clients across all lines of business within JPMorgan Chase & Co.
• Ensure solutions meet clients' needs and goals with holistic, goals-based planning.
• Adhere strictly to risk, regulatory guidelines and security measures.

Skills

Private Banking

Client Relationship Management

Sales Experience

Wealth Management

Education

Bachelor's Degree

Job description

JPMorgan Chase & Co. in New York seeks an experienced Private Banker to advise families on building, preserving and managing wealth. You will work with a local team and cross‑market specialists to tailor holistic solutions across investments, planning and credit.

Responsibilities include maintaining client relationships, generating assets, advising on balance sheets, and collaborating with internal partners to deliver sound, compliant financial strategies for short, medium and long‑term goals.