Private Banker – Vice President/Executive Director (U.S. Private Bank)

About the role

J.P. Morgan is seeking an experienced Private Banker to join its U.S. Private Bank at the Vice President or Executive Director level. You will advise high‑net‑worth families on wealth building, preservation, and management while collaborating with a multidisciplinary team across the firm.

Key responsibilities

• Develop and maintain deep relationships with existing and prospective clients, delivering tailored advice across the full balance sheet.
• Generate new business and acquire assets through proactive client acquisition and cross‑selling.
• Provide holistic wealth planning, including asset allocation, investment management, credit, and banking solutions.
• Partner with internal specialists to bring interdisciplinary expertise to client engagements.
• Ensure all recommendations comply with risk, regulatory, and security policies.

Required profile

• Minimum six years of experience in private banking or financial services.
• Bachelor’s degree required.
• Series 7, Series 66, and insurance licenses (or ability to obtain within 90 days).
• Demonstrated sales success and strong business acumen.
• Established network and strong community presence.

Required skills

• Series 7 license
• Series 66 license
• Insurance licensing

What we offer

• Access to J.P. Morgan’s global resources, specialists, and intellectual capital.
• Opportunities for career advancement within a leading financial institution.