Managing Director, Private Banker, U.S. Private Bank Greater New York City, NY Area

The Company is seeking a Managing Director, Private Banker to advise families on building, preserving, and managing their wealth. Responsibilities include developing trusted client relationships, understanding financial needs, providing tailored advice, and acquiring new clients and assets. The role covers clients’ overall financial positions, including investments, wealth planning, credit, and banking, and involves coordinating with internal specialists to deliver integrated, goals-based solutions. The successful candidate will also follow applicable risk, regulatory, and security requirements. Candidates should have at least six years of experience in private banking or financial services and a bachelor’s degree. Required qualifications include relevant securities and insurance licenses, or the ability to obtain them within the specified timeframe, along with demonstrated sales success, business acumen, and knowledge of investments, wealth planning, credit, and banking. An established professional network, strong client focus, clear communication, presentation, and organizational skills are important. An advanced degree or professional designation is preferred, as is experience with equity and fixed-income markets and alternative investments.

Hiring Company

JPMorgan Chase & Co.