Full-Time

Private Bank

Private Banker, Vice President or Executive Director

Updated on 3/14/2025

JP Morgan Chase

JP Morgan Chase

10,001+ employees

Global financial services and investment banking

No salary listed

Senior, Expert

El Segundo, CA, USA

Category
Private Equity
Finance & Banking
Required Skills
Sales
Risk Management
Requirements
  • 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
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
Desired Qualifications
  • 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

JPMorgan Chase & Co. provides a wide range of financial services to various clients, including individuals, small businesses, corporations, and governments. Its services encompass investment banking, asset management, financial transaction processing, and consumer banking, which includes personal banking, mortgages, credit cards, and auto financing. The company operates in over 100 markets globally, leveraging its expertise and proprietary data to deliver quality financial products. Unlike many competitors, JPMorgan Chase emphasizes social responsibility, with initiatives aimed at community development and veteran support. The company's goal is to maintain integrity and service while fostering growth and providing valuable economic insights through the JPMorgan Chase Institute.

Company Size

10,001+

Company Stage

IPO

Headquarters

New York City, New York

Founded

1959

Simplify Jobs

Simplify's Take

What believers are saying

  • Adoption of blockchain enhances transaction security and efficiency for JPMorgan Chase.
  • AI expansion enables personalized customer experiences and improved risk management.
  • Focus on cybersecurity drives investments in advanced security technologies for data protection.

What critics are saying

  • Wells Fargo lawsuit could lead to financial and reputational damage for JPMorgan Chase.
  • Reliance on AI for compliance may pose challenges if not integrated effectively.
  • Fraud case highlights vulnerabilities in JPMorgan Chase's due diligence processes.

What makes JP Morgan Chase unique

  • JPMorgan Chase has a 200-year history in global financial services.
  • The firm offers a wide range of services, including investment banking and asset management.
  • JPMorgan Chase is committed to social responsibility and community development initiatives.

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Benefits

Health Insurance

Flexible Work Hours

Paid Sick Leave

Paid Holidays

Company News

ETF Daily News
Mar 17th, 2025
Generali Investments CEE investicni spolecnost a.s. Makes New Investment in JPMorgan Chase & Co. (NYSE:JPM)

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ETF Daily News
Mar 16th, 2025
Beacon Harbor Wealth Advisors Inc. Makes New Investment in JPMorgan Chase & Co. (NYSE:JPM)

Beacon Harbor Wealth Advisors Inc. makes new investment in JPMorgan Chase & Co. (NYSE:JPM).

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Mar 15th, 2025
Triad Wealth Partners LLC Makes New Investment in JPMorgan Chase & Co. (NYSE:JPM)

Triad Wealth Partners LLC makes new investment in JPMorgan Chase & Co. (NYSE:JPM).