U.S. Private Bank – Private Banker – Associate

Testing Site - JPMC; Philadelphia (Philadelphia County); On-site; USD 120,000 - 180,000; Full time

Job summary

J.P. Morgan Private Bank is seeking a Private Banker in the U.S. market to advise families on building, preserving, and managing wealth. You will leverage investment, planning, credit, and banking expertise to support existing clients and attract new assets. You will work with a local team and benefit from a robust institutional platform.

The role emphasizes holistic, goals-based planning, cross-functional collaboration, and delivering an exceptional client experience across the balance sheet.

Qualifications

• Three+ years of experience in Private Banking or Financial Services.
• Bachelor's Degree required; MBA, JD, CFA, or CFP preferred.
• Series 7, 66 and Insurance licenses required; unlicensed candidates must obtain licenses within 90 days of start date.
• Proven sales success and strong business acumen.
• Strong community presence with an established network.
• Experience or understanding of investments, wealth planning, credit and banking concepts.
• Client-focused and dedicated to serving the client’s interests.

Responsibilities

• Manage and maintain client relationships with trust and tailored solutions.
• Generate business results and acquire new assets from existing and new clients.
• Advise clients on balance sheets, including asset allocation and wealth planning.
• Partner with internal specialists to provide interdisciplinary expertise.
• Connect clients across all lines of JPMorgan Chase & Co.
• Ensure solutions meet clients’ short-, medium-, and long-term goals.

Skills

Private Banking experience

Sales skills

Client relationship building

Education

Bachelor's degree

MBA/JD/CFA/CFP preferred

Tools

Series 7

Series 66

Insurance licenses

Job description

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.

As a Private Banker, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.

Job 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

Required Qualifications, Capabilities, Skills

• Three plus years of work experience in Private Banking or Financial Services
• Bachelor's Degree required; MBA, JD, CFA, or CFP preferred
• Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses 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
• Focuses on the client experience and works tirelessly on the client's behalf