U.S. Private Bank - Private Banker - Executive Director

JPMorganChase; Dallas (TX); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

A leading financial services firm in Dallas seeks an experienced professional to manage client relationships, advise on asset allocation, and provide tailored solutions. The ideal candidate will have over six years of experience in Private Banking or Financial Services, a Bachelor's Degree, and required licenses. This role emphasizes client experience and proactive engagement. A comprehensive benefits package and competitive salary are offered.

Qualifications

• Six plus years of work experience in Private Banking or Financial Services.
• Proven sales success and strong business acumen.
• Strong community presence with an established network.

Responsibilities

• Manage relationships with clients to deliver exceptional client experience.
• Advise clients on asset allocation and investment management.
• Ensure solutions meet clients' short, medium, and long term needs.

Skills

Sales success

Client experience focus

Strong community presence

Understanding of investments

Education

Bachelor's Degree

MBA, JD, CFA, or CFP preferred

Job description

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.
• Strictly adhere to all risk and control policies, regulatory guidelines and security measures.

Required Qualifications, Capabilities, And Skills

• Six plus years of work experience in Private Banking or Financial Services.
• Bachelor’s Degree required.
• 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.

Preferred Qualifications, Capabilities, And Skills

• MBA, JD, CFA, or CFP preferred.
• 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 and Real Estate.

Benefits

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.

EEO Statement

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.