Senior Private Banker – Wealth Planning & Growth

JP Morgan Chase; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

JP Morgan Chase's U.S. Private Bank is seeking a Private Banker who will advise families on building, preserving and managing wealth, using investments, planning, credit and banking to support balance sheets.

You will work with a local team, collaborate across markets, and partner with specialists to deliver holistic solutions while maintaining risk controls.

This role emphasizes client experience, new asset acquisition, and a strong network in the New York market.

Qualifications

• Six plus years of 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.
• Proven sales success and strong business acumen.
• Strong community presence with an established network.
• Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts.

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 experience

Wealth management

Client relationship management

Financial planning/investment concepts

Education

Bachelor's Degree

Job description

JP Morgan Chase's U.S. Private Bank is seeking a Private Banker who will advise families on building, preserving and managing wealth, using investments, planning, credit and banking to support balance sheets.

You will work with a local team, collaborate across markets, and partner with specialists to deliver holistic solutions while maintaining risk controls.

This role emphasizes client experience, new asset acquisition, and a strong network in the New York market.