U.S. Private Bank – Private Banker – Executive Director or Vice President(Atlanta, GA)

JPMorganChase; Atlanta (GA); On-site; USD 90,000 - 160,000; Full time

Job summary

An established industry player is seeking a dynamic Private Banker to join their U.S. Private Bank team in Atlanta. This role offers the opportunity to manage and maintain client relationships while providing tailored financial advice. You will leverage your expertise in investment management and wealth planning to help clients achieve their financial goals. With a strong emphasis on collaboration and a commitment to exceptional service, this position promises a rewarding career path in a supportive environment. Join a team that values diversity and innovation, and take your career to the next level.

Benefits

Health Coverage

Retirement Plans

Wellness Centers

Diversity and Inclusion Programs

Qualifications

• Minimum six years of experience in Private Banking or Financial Services.
• Client-focused with a dedication to service and strong business acumen.

Responsibilities

• Manage client relationships and provide tailored financial advice.
• Generate business results through existing and new client acquisition.

Skills

Private Banking

Financial Services

Client Relationship Management

Investment Management

Wealth Planning

Sales Success

Critical Thinking

Communication Skills

Education

Bachelor’s Degree

MBA

JD

CFA

CFP

Job description

U.S. Private Bank – Private Banker – Executive Director or Vice President (Atlanta, GA)

Join to apply for the U.S. Private Bank – Private Banker – Executive Director or Vice President (Atlanta, GA) role at JPMorgan Chase.

Job Description

We are actively seeking 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 eager to challenge yourself, J.P. Morgan offers an excellent platform. You will work alongside a team of talented colleagues from various markets, businesses, and functions, providing opportunities to advance your career.

Responsibilities include:

• Managing and maintaining client relationships by earning trust, understanding needs, providing tailored advice, and delivering exceptional service.
• Generating business results through existing client relationships and new client acquisition.
• Advising clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit, and banking needs.
• Partnering with internal specialists to offer comprehensive expertise.
• Connecting clients across all lines of business within J.P. Morgan Chase & Co.
• Ensuring solutions meet clients' short, medium, and long-term goals through holistic, goals-based planning.
• Adhering to all risk, control policies, regulatory guidelines, and security measures.

Qualifications and Skills

• Minimum of six years of experience in Private Banking or Financial Services.
• Bachelor’s Degree required.
• Series 7, 66, and Insurance licenses required; candidates without licenses considered but must obtain within 90 days.
• Proven sales success and strong business acumen.
• Established community presence and network.
• Knowledge of investments, wealth planning, credit, and banking concepts.
• Client-focused with relentless dedication to service.

Preferred Qualifications

• MBA, JD, CFA, or CFP preferred.
• Proactive with strong critical thinking skills.
• Excellent communication and presentation skills.
• Strong organizational skills and disciplined approach.
• In-depth knowledge of equity, fixed income markets, and alternative investments such as Hedge Funds, Private Equity, and Real Estate.

About Us

JPMorgan Chase, with over 200 years of history, offers innovative financial solutions globally, serving consumers, small businesses, and major clients. We provide a comprehensive benefits package, including health coverage, retirement plans, wellness centers, and more. We value diversity and are committed to equal opportunity employment, supporting an inclusive workplace.

Team Overview

J.P. Morgan Asset & Wealth Management delivers leading investment management and private banking solutions, helping clients achieve their financial goals through a broad spectrum of strategies and expertise.

Additional Details

• Seniority level: Director
• Employment type: Full-time
• Job function: Finance and Sales

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