U.S. Private Bank – Private Banker – Vice President or Executive Director

JPMorganChase; Birmingham (AL); On-site; USD 90,000 - 120,000; Full time

Job summary

Join a leading financial institution as a Private Banker, providing exceptional service and advice to clients. This role requires strong business acumen and a focus on client experience. You will work collaboratively within a talented team to achieve client goals while adhering to regulatory guidelines.

Benefits

Competitive salary

Potential commissions

Comprehensive benefits

Health coverage

Retirement plans

Qualifications

• Six+ years of experience in Private Banking or Financial Services.
• Proven sales success and strong business acumen.

Responsibilities

• Manage and maintain client relationships by earning trust.
• Generate business results through client retention and acquisition.
• Advise clients on asset allocation and investment management.

Skills

Client Experience

Business Acumen

Sales Success

Critical Thinking

Education

Bachelor's Degree

Job description

U.S. Private Bank – Private Banker – Vice President or Executive Director

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

Job Description

We are actively looking for 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 seek continuous challenge, 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:

• Manage and maintain client relationships by earning trust, understanding needs, offering targeted advice, developing solutions, and delivering exceptional service.
• Generate business results through client retention 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.
• Connect clients across all lines of business within J.P. Morgan Chase & Co.
• Ensure solutions meet clients’ short, medium, and long-term goals through holistic, goal-based planning.
• Adhere strictly to risk, control policies, regulatory guidelines, and security measures.

Qualifications and Skills:

• Six+ years of experience in Private Banking or Financial Services.
• Bachelor’s Degree required.
• Series 7, 66, and Insurance licenses required; unlicensed candidates considered but must obtain licenses within 90 days.
• Proven sales success and strong business acumen.
• Established community presence and network.
• Understanding of investments, wealth planning, credit, and banking concepts.
• Focus on client experience and dedicated advocacy.

Preferred Qualifications:

• MBA, JD, CFA, or CFP preferred.
• Proactive, takes initiative, and employs critical thinking.
• Excellent communication and presentation skills.
• Strong organizational skills with 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 to consumers, small businesses, and prominent clients globally. We are a leader in investment banking, consumer banking, commercial banking, and asset management.

Our total rewards package includes competitive salary, potential commissions, discretionary incentives, comprehensive benefits, health coverage, retirement plans, and more. We value diversity and are committed to equal opportunity employment, making accommodations for applicants' needs.

Team Overview

J.P. Morgan Asset & Wealth Management provides investment management and private banking solutions, helping clients define and realize their financial goals.