Full-time U.S. Private Bank - Private Banker - Managing Director, JPMorgan Chase & Co.

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 in the U.S. Private Bank, 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.

02Job 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

03Required 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

04Preferred 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
• JPMorganChase, one of the oldest financial institutions, offers innovative
• financial solutions to millions of consumers, small businesses and many of the
• world’s most prominent corporate, institutional and government clients under the

J.P. Morgan and Chase brands. Our history spans over 200 years and today we are

a leader in investment banking, consumer and small business banking, commercial

banking, financial transaction processing and asset management.

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. Additional details about total

compensation and benefits will be provided during the hiring process.

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

[https://careers.jpmorgan.com/us/en/how-we-hire/faqs] for more information about

requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including

05Disability/Veterans

J.P. Morgan Asset & Wealth Management delivers industry-leading investment

management and private banking solutions. Asset Management provides individuals,

advisors and institutions with strategies and expertise that span the full

spectrum of asset classes through our global network of investment

professionals. Wealth Management helps individuals, families and foundations

take a more intentional approach to their wealth or finances to better define,

focus and realize their goals.