Managing Director - Private Banker
On-site · New York City, New York, United States
Job Summary
Manage and grow a high-net-worth client book as a Managing Director - Private Banker for JP Morgan’s U.S. Private Bank. Responsible for advising families on building, preserving and managing wealth using investments, financial planning, credit and banking expertise; generate new assets and acquire 25M+ across investments, banking and credit; collaborate with internal specialists to deliver interdisciplinary solutions; connect clients across all lines of business; ensure solutions meet short, mid, and long-term goals while adhering to risk and regulatory policies.
Required Qualifications
- Ten plus years of work experience in Private Banking or Financial Services
- Bachelor’s Degree
- Series 7 and Series 66 licenses required
- Insurance licenses required
- Licenses must be obtained within 90 days of start date
- Proven sales success and strong business acumen
- Strong community presence with an established network
- Experience or understanding of investments, wealth planning, credit and banking concepts
- Focus on client experience and service
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