International Private Bank- Private Banker- Executive Director jobs in United States
cer-icon
Apply on Employer Site
company-logo

JPMorganChase · 3 months ago

International Private Bank- Private Banker- Executive Director

JPMorganChase is seeking exceptionally talented individuals for the role of Private Banker in their International Private Bank. The role involves advising families on building, preserving, and managing their wealth, requiring a deep understanding of investments, financial planning, credit, and banking.

Asset ManagementBankingFinancial Services
check
Growth Opportunities
check
H1B Sponsor Likelynote

Responsibilities

Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
Generate business results and acquire new assets, both from existing client base and new client acquisition
Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
Partner with internal specialists to provide interdisciplinary expertise to clients when needed
Connect your clients across all lines of business of J.P. Morgan Chase & Co
Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
Strictly adhere to all risk and control policies, regulatory guidelines and security measures

Qualification

Private banking experienceWealth management expertiseSeries 7 licenseSeries 66 licenseInvestment knowledgeWealth planning knowledgeCreditBanking conceptsEstablished network’s DegreeFluent in EnglishFluent in Hebrew

Required

Eight plus years of work experience prospecting, acquiring, and developing private banking/wealth management relationships with ultra-high net worth individuals and families in the Israel Market
Series 7, 66 licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
Available to travel internationally to serve off-shore international clients
Strong community presence with an established network in the Israel Market
Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
Bachelor's Degree required
Fluent in English and Hebrew

Company

JPMorganChase

company-logo
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.

H1B Sponsorship

JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)

Funding

Current Stage
Public Company
Total Funding
unknown
1998-02-01IPO

Leadership Team

leader-logo
Allison Beer
CEO of Card Services and Connected Commerce
linkedin
leader-logo
Dan Mendelson
CEO, Morgan Health
linkedin
Company data provided by crunchbase