U.S. Private Bank - Emerging Fund Banker - Senior Associate

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

Job Description

Join a dynamic team delivering premier service to Emerging Private Equity & Venture Capital clients at J.P. Morgan's U.S. Private Bank. We're seeking exceptionally talented individuals who are collaborative, confident, and motivated to create a first-class experience for our clients. If you have an entrepreneurial mindset and thrive on new challenges, J.P. Morgan offers the perfect environment to grow and make an impact. You'll work alongside accomplished colleagues from diverse markets, businesses, and functions, giving you the opportunity to expand your skills and advance your career.

Job Description

Join a dynamic team delivering premier service to Emerging Private Equity & Venture Capital clients at J.P. Morgan's U.S. Private Bank. We're seeking exceptionally talented individuals who are collaborative, confident, and motivated to create a first-class experience for our clients. If you have an entrepreneurial mindset and thrive on new challenges, J.P. Morgan offers the perfect environment to grow and make an impact. You'll work alongside accomplished colleagues from diverse markets, businesses, and functions, giving you the opportunity to expand your skills and advance your career.

As a Fund Banker, you'll play a pivotal role in advising Emerging Private Equity & Venture Capital firms on innovative banking, cash management, and lending solutions. You'll collaborate with solutions teams and Private Bankers across local markets, leveraging your expertise in investments, banking, and credit to guide clients on all aspects of their balance sheet and showcase the full capabilities of the Private Bank. In this fast-paced environment, you'll manage a significant client portfolio and be part of a national coverage team supported by an institutional platform with the resources, specialists, and intellectual capital to help you and your clients succeed.

Job Responsibilities

• Build and maintain strong relationships with a diverse client base by earning trust, understanding their needs, providing tailored advice, and delivering an exceptional client experience.
• Reconnect with dormant clients through proactive outreach, marketing follow-up, and CRM insights to introduce the Fund Banking Group and deepen relationships that drive revenue growth.
• Collaborate with internal specialists to deliver interdisciplinary expertise and holistic solutions to clients.
• Generate referrals and acquire new assets from both your existing client base and internal network.
• Partner with Private Bank and cross-LOB colleagues to build a robust referral network for individuals and portfolio companies.
• Connect clients to the right partners across the J.P. Morgan Chase & Co. ecosystem to support their long-term goals.
• Ensure that your solutions align with clients' short-, medium-, and long-term objectives.
• Uphold the highest standards by strictly adhering to all risk and control policies, regulatory guidelines, and security measures.
• Strictly adhere to all risk and control policies, regulatory guidelines and security measures.

Required Qualifications, Capabilities, Skills

• Three-plus years of experience in Private Banking or Financial Services
• Bachelor's degree required
• Series 7, 66 required for the position (unlicensed candidates considered but required to obtain licenses within 90 days of start date)
• Proven sales success and strong business acumen
• Team-oriented mindset and ability to excel in a fast-paced environment
• Experience or demonstrated understanding of investments, credit, and banking concepts
• Passion for delivering an outstanding client experience

Preferred Qualifications, Capabilities, Skills

• Proactive, takes initiative, and uses critical thinking to solve problems
• Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
• Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
• Experience with and in-depth knowledge of the Equity and Fixed income markets and Alternative Investments, including Hedge Funds, Private Equity, Venture Capital and Real Estate

ABOUT US

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About The Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.