Vice President, Private Banker Greater New York City, NY Area

The Company is seeking a Vice President, Private Banker to advise clients 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 picture, including investments, wealth planning, credit, and banking, and involves partnering with internal specialists to deliver coordinated solutions. The Private Banker must ensure recommendations support clients’ goals across different time horizons and comply with 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 90 days, along with demonstrated sales success, business acumen, and an established community network. Applicants should understand investments, wealth planning, credit, and banking, and be strongly focused on client service. An MBA, JD, CFA, or CFP is preferred, as are strong communication and organizational skills and knowledge of equity, fixed-income, and alternative investments.

Hiring Company

JPMorgan Chase & Co.