U.S. Private Bank – Private Banker – Managing Director
On-site · Scottsdale, Arizona, United States
Scottsdale, Arizona, United StatesOn-siteFull TimeSenior LevelBachelors DegreeInvestment BankingEnterprise
Type
Full Time
Level
Senior Level
Education
Bachelors Degree
Company size
Enterprise
Industry
Investment Banking
Job Summary
Private Banker/Managing Director at J.P. Morgan’s U.S. Private Bank. Responsible for advising high-net-worth families on wealth creation, preservation, and balance-sheet management using investments, wealth planning, credit, and banking solutions. Build and maintain client relationships, generate new assets, collaborate with internal specialists, and provide holistic, goals-based planning while ensuring adherence to risk and regulatory guidelines.
Required Qualifications
- Fifteen plus years of work experience in Private Banking or Financial Services
- Bachelor’s Degree required
- Series 7, 66 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
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