Private Banker – Executive Director / Vice President (Nashville)

About the role

J.P. Morgan’s U.S. Private Bank is seeking an experienced Private Banker at the Executive Director or Vice President level to join its Nashville team. You will work closely with high‑net‑worth families, providing comprehensive wealth management advice and delivering a first‑class client experience.

Key responsibilities

• Build and maintain trusted relationships with existing and prospective clients.
• Generate new assets through client acquisition and cross‑selling opportunities.
• Advise clients on their full balance sheet, including asset allocation, investment management, wealth planning, credit, and banking needs.
• Collaborate with internal specialists to deliver interdisciplinary solutions.
• Connect clients across all lines of business within J.P. Morgan Chase & Co.
• 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 required (or must be obtained within 90 days of start).
• Demonstrated sales success and strong business acumen.
• Established community network and client‑focused mindset.

Required skills

• Investment management
• Financial planning
• Credit analysis
• Banking operations
• Asset allocation
• Equity market knowledge
• Fixed‑income market knowledge
• Alternative investments expertise