U.S. Private Bank – Private Banker – Managing Director
On-site · Denver, Colorado, United States
Job Summary
Private Banker – Managing Director role within JPMorgan Chase & Co.'s U.S. Private Bank. Responsible for advising families on building, preserving and managing wealth, including investments, wealth planning, credit and banking, while generating new assets and acquiring clients. Collaborates with internal specialists, connects clients across lines of business, and ensures solutions align with short- and long-term goals within risk and regulatory guidelines. Requires 15+ years in Private Banking or Financial Services, a Bachelor’s Degree, and Series 7 and 66 licenses (or eligibility to obtain within 90 days). Strong sales results, business acumen, and an established community network are essential; preferred qualifications include MBA, JD, CFA, or CFP. Location is Denver, CO.
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
- Focuses on the client experience and works tirelessly on the client’s behalf
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