U.S. Private Bank - Private Banker - Executive Director

JPMorgan Chase • Summit, NJ • 9h ago

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.

As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.

Job Responsibilities

Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience

Generate business results and acquire new assets, both from existing client base and new client acquisition

Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs

Partner with internal specialists to provide interdisciplinary expertise to clients when needed

Connect your clients across all lines of business of J.P. Morgan Chase & Co.

Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach

Strictly adhere to all risk and control policies, regulatory guidelines and security measures

Required qualifications, capabilities and skills

Ten 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

Preferred qualifications, capabilities and skills

Proactive, takes initiative, and uses critical thinking to solve problems

MBA, JD, CFA, or CFP preferred

Dynamic and credible professional who communicates with clarity and has exceptional presentation skills

Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business

Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Base Pay/Salary

Summit,NJ $225,000.00 - $350,000.00 / year

Similar Jobs

Sr Category Finance Analyst - DTC

Mondelez International • East Hanover, NJ • 5h ago

Finance, Accounting & Banking

Job Description Are You Ready to Make It Happen at Mondelez International? Join our Mission to Lead the Future of Snacking. Make It Uniquely Yours. We are looking for a Senior Category Analyst - DTC who will be a financi...

5h ago

Go to Apply

Field Surveillance Auditor II - Manufacturing

FM • Parsippany, NJ • 9h ago

Finance, Accounting & Banking

FM Approvals is an international leader in third-party testing and certification services. We test property loss prevention products and services-for use in commercial and industrial facilities-to verify they meet rigoro...

9h ago

Go to Apply

Security Guard - Unarmed Bank Patrol Part-Time

Allied Universal • Newark, NJ • 9h ago

Finance, Accounting & Banking

Allied Universal®, North America's leading security and facility services company, provides rewarding careers that give you a sense of purpose. While working in a dynamic, diverse, and inclusive workplace, you will be pa...

9h ago

Go to Apply

Banking Administrative Assistant

Kearny Bank • Fairfield, NJ • 9h ago

Finance, Accounting & Banking

Banking Administrative AssistantJob Locations US-NJ-FairfieldJob ID2025-2869# of Openings1TypeFull-TimeCategoryRetail BankingOverviewExecute a variety of administrative support functions to ensure the organized flow of d...

9h ago

Go to Apply

Global Banking Project Manager

Genesis Corp dba Genesis10 • Jersey City, NJ • 9h ago

Finance, Accounting & Banking

Genesis10 is currently seeking a Global Banking Project Manager with our client in their Jersey City, NJ location. This is a 12 month + contract position. Summary: As part of Global Banking Information Technology, Projec...

9h ago

Go to Apply

Assistant Vice President; Quantitative Finance Analyst

Bank of America • Jersey City, NJ • 1d ago

Finance, Accounting & Banking

Assistant Vice President; Quantitative Finance Analyst Jersey City, New Jersey To proceed with your application, you must be at least 18 years of age. Acknowledge Refer a friend To proceed with your application, you must...

1d ago

Go to Apply

Vice President, CFO R&D Finance

Teva Pharmaceuticals • Parsippany, NJ • 1d ago

Finance, Accounting & Banking

Vice President, CFO R&D Finance Date: Aug 15, 2025 Location: Parsippany, United States, New Jersey, 07054 Company: Teva Pharmaceuticals Job Id: 63592 Who We Are Teva is a global pharmaceutical leader and the world's...

1d ago

Go to Apply

2026 Future Talent Program - Finance MBA - Intern (Hybrid)

Merck • Rahway, NJ • 1d ago

Finance, Accounting & Banking

Job Description Our Company's Finance department is committed to developing future Finance leaders through its Finance MBA internship experience, which is a 10-week program that provides experience through project assign...

1d ago

Go to Apply

Business Banking Treasury Sales Specialist I

Citizens • Short Hills, NJ • 1d ago

Finance, Accounting & Banking

Description The Business Banking Treasury Sales Specialist I is responsible for selling or refining the breadth of transaction services solutions to new and existing clients. The ultimate goal is to truly understand our...

1d ago

Go to Apply

Accounts Receivable Specialist

Robert Half • Montville, NJ • 2d ago

Finance, Accounting & Banking

Description A busy company in the Montville area is seeking an Accounts Receivable Specialist to join their growing organization. This Accounts Receivable Specialist will get the chance to join a dynamic team that works...

2d ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.