JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.4 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.

J.P. Morgan Asset & Wealth Management advises institutions, endowments, foundations and families through Asset Management and Wealth Management. Our Wealth Management business includes J.P. Morgan Private Bank, J.P. Morgan Securities and Chase Wealth Management.

J.P. Morgan Private Bank advises the world’s wealthiest families and helps them achieve their desired goals. Our teams of Advisors deliver advice, solutions and services across investments, wealth planning, credit and banking to help clients build, preserve and manage their wealth over time.

The U.S. Private Bank advises families across the U.S. through 45 offices and represents one of the largest growth opportunities for J.P. Morgan Chase & Co. In 2016, the U.S. Private Bank was recognized by Euromoney as the #1 Private Bank Overall in North America.

Primary Function:

The Banker is the face of J.P. Morgan’s Private Banking business.  The Banker leads new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. This role is primarily responsible for the client experience and engaging our resources to deliver a complete wealth management solution. 

• Responsible for sale and implementation of investment, banking and trust/estate products to core clients
• Leverage and coordinate specialists (Investor, Capital Advisor, Trust and Estate Advisor and Wealth Advisor) to provide interdisciplinary expertise for our most complex clients
• Manage each account to ensure that the client has a completed profile, is introduced to the appropriate product specialists and that accounts are properly maintained and serviced
• Build trust with clients and effectively manage relationships
• Ensure that the proposed products and services maximize the clients' needs, goals and objectives
• Provide guidance to junior staff