VP Private Banker: Wealth Growth & Client Advisory

Next Frontier Capital; Palo Alto (CA); On-site; USD 180,000 - 260,000; Full time

Job summary

JPMorgan Chase & Co. in Palo Alto seeks an experienced Private Banker to advise high-net-worth families on wealth management, credit, and banking. You will grow assets, deliver tailored solutions, and collaborate with specialists to meet client goals.

Requires 6+ years in private banking, a Bachelor’s degree, and Series 7/66 plus insurance licenses (or ability to obtain within 90 days). This role emphasizes strong client experience and a robust local network.

Qualifications

• Six plus years of work experience in Private Banking or Financial Services.
• Bachelor’s Degree required.
• Series 7, 66 and Insurance licenses required; unlicensed candidates must obtain licenses within 90 days.
• Proven sales success and strong business acumen.
• Established local network and community presence.

Responsibilities

• Manage and maintain client relationships with a focus on trust and exceptional service.
• Generate business results and acquire new assets from existing and new clients.
• Advise on balance sheets, asset allocation, wealth planning, credit and banking needs.
• Collaborate with internal specialists to provide interdisciplinary advice.
• Connect clients across JPMorgan Chase & Co. lines of business.
• Holistically align solutions with clients’ short, medium and long-term goals.
• Strictly adhere to risk and control policies and regulatory guidelines.

Skills

Private Banking experience

Sales experience

Client relationship management

Networking & business development

Education

Bachelor's degree

Tools

Series 7 licenses

Series 66 licenses

Insurance licenses

Job description

JPMorgan Chase & Co. in Palo Alto seeks an experienced Private Banker to advise high-net-worth families on wealth management, credit, and banking. You will grow assets, deliver tailored solutions, and collaborate with specialists to meet client goals.

Requires 6+ years in private banking, a Bachelor’s degree, and Series 7/66 plus insurance licenses (or ability to obtain within 90 days). This role emphasizes strong client experience and a robust local network.