U.S. Private Bank - Private Banker - Executive Director
On-site · Raleigh, North Carolina, United States
Job Summary
Private Banker in J.P. Morgan's U.S. Private Bank: manage and maintain client relationships, generate new assets, advise on balance sheets including investments, wealth planning, and credit/banking needs; collaborate with internal specialists and connect clients across lines of business to deliver holistic, goals-based solutions while adhering to risk and control policies. Requires six+ years in private banking/financial services, a Bachelor's degree, Series 7/66/SIE licenses (with 90-day licensing window), proven sales success, and strong knowledge of investments, wealth planning, and credit/banking concepts. Location: Raleigh, NC; emphasis on exceptional client experience and cross-team collaboration.
Required Qualifications
- Six plus years of work experience in Private Banking or Financial Services
- Bachelor’s Degree required
- Series 7, 66 and SIE 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
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