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

JPMorgan Chase & Co.; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

JPMorgan Chase & Co. in New York seeks a Fund Banker to advise emerging private equity and venture capital firms on banking, cash management, and lending solutions within the Private Bank.

You will work with solutions teams and Private Bankers across markets to guide clients on balance sheet needs and showcase private banking capabilities. The role requires strong sales, investments, credit, and banking knowledge, with a focus on building enduring client relationships, cross-LOB collaboration,

Qualifications

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

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 and CRM insights to 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 existing clients and internal networks.
• 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 JPMorgan Chase & Co. ecosystem to support long-term goals.
• Ensure solutions align with clients' short-, medium-, and long-term objectives.
• Strictly adhere to risk and control policies, regulatory guidelines and security measures.

Skills

Sales experience

Client relationship management

Financial services knowledge

Team-oriented mindset

Communication and presentation

Problem solving

Education

Bachelor's degree

Tools

Series 7

Series 66

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 riskand 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