U.S. Private Bank – Private Banker – Vice President or Executive Director
On-site · Chicago, Illinois, United States
Job Summary
Private Banker in J.P. Morgan’s U.S. Private Bank advises families on building, preserving, and managing wealth, leveraging investments, financial planning, credit, and banking to advise and acquire new assets. The role partners with internal specialists to deliver holistic, goals-based solutions across asset allocation, wealth planning, and banking needs while maintaining risk controls and complying with regulatory guidelines. It requires sustaining client relationships, understanding client needs, delivering targeted advice, and driving business results through existing and new assets, with an emphasis on exceptional client experience across lines of business.
Required Qualifications
- Six plus years of work experience in Private Banking or Financial Services
- Bachelor’s Degree required
- Series 7, 66 and Insurance licenses required (unlicensed candidates considered but must obtain licenses within 90 days of start)
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