International Private Bank- Private Banker- Executive Director

Location: New York, NY, United States

Job Family: Private Bankers

About the Role

At J.P. Morgan Private Bank, we are a global leader in wealth management, dedicated to serving the world's most successful individuals, families, and institutions. As an Executive Director and Private Banker in our International Private Bank team based in New York, NY, you will play a pivotal role in delivering unparalleled, holistic financial advisory services to ultra-high-net-worth clients with international interests. This position demands a seasoned professional who thrives in a dynamic environment, leveraging J.P. Morgan's vast resources—including our renowned investment research, global banking network, and innovative solutions—to craft bespoke strategies that protect and grow client legacies across borders. Your primary focus will be on building deep, trust-based relationships with clients, understanding their multifaceted financial goals, and providing expert guidance on everything from diversified investment portfolios and private credit opportunities to sophisticated estate planning and philanthropic endeavors. You will collaborate seamlessly with J.P. Morgan's teams of specialists in areas like sustainable investing, family governance, and cross-border lending, ensuring clients receive integrated advice that aligns with their values and risk tolerance. In this executive role, you will also drive business development by identifying new opportunities in the competitive UHNW market, contributing to the growth of our premier franchise while upholding the highest standards of integrity and client confidentiality. J.P. Morgan Private Bank is committed to fostering an inclusive culture where diverse perspectives drive innovation and excellence. As an Executive Director, you will have the opportunity to mentor emerging talent, participate in high-impact initiatives, and advance your career within one of the most prestigious financial institutions globally. If you are a strategic thinker with a passion for international wealth management and a proven ability to deliver exceptional results, join us in redefining private banking for the modern era.

Key Responsibilities

• Develop and maintain long-term relationships with international high-net-worth clients, providing tailored financial advice to meet their unique needs
• Lead the creation of comprehensive wealth management plans, including investment portfolios, lending solutions, and legacy planning
• Collaborate with J.P. Morgan's global network of specialists in areas such as private equity, alternative investments, and family office services
• Identify and pursue new business opportunities within the UHNW segment, leveraging J.P. Morgan's brand and resources
• Monitor portfolio performance and market trends to deliver proactive advice on risk management and asset allocation
• Ensure all client interactions comply with J.P. Morgan's risk, regulatory, and ethical standards
• Mentor junior bankers and contribute to team development within the International Private Bank
• Coordinate cross-border services, including multi-currency banking and international trust structures
• Analyze client financial data to recommend bespoke solutions using J.P. Morgan's proprietary tools and research
• Participate in client events, seminars, and thought leadership initiatives to enhance J.P. Morgan's presence in the private banking space

Required Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field; advanced degree (MBA or JD) strongly preferred
• Minimum of 10+ years of experience in private banking, wealth management, or high-net-worth client advisory within a top-tier financial institution
• Proven track record of managing and growing portfolios for ultra-high-net-worth individuals (UHNWIs) with assets exceeding $10 million
• Active Series 7, Series 63, and Series 65 licenses (or equivalent); ability to obtain additional state-specific registrations as required
• Deep knowledge of international financial markets, cross-border regulations, and tax implications for global clients
• Experience with holistic financial planning, including investment strategies, estate planning, and philanthropy advisory
• Strong compliance background, including adherence to SEC, FINRA, and international banking regulations

Preferred Qualifications

• CFA (Chartered Financial Analyst) or CFP (Certified Financial Planner) designation
• Fluency in Mandarin, Spanish, or another major international language to serve diverse client bases
• Prior leadership experience in managing a team of advisors or relationship managers
• Demonstrated success in client acquisition and retention in competitive markets like New York
• Experience with sustainable and impact investing aligned with J.P. Morgan's ESG initiatives

Required Skills

• Expertise in investment analysis and portfolio construction
• Proficiency in financial modeling and valuation techniques
• Strong understanding of global economic trends and geopolitical risks
• Excellent client relationship management and communication skills
• Analytical thinking for complex financial problem-solving
• Negotiation and deal-structuring abilities
• Knowledge of CRM systems like Salesforce or J.P. Morgan's proprietary platforms
• Regulatory compliance and risk assessment expertise
• Leadership and team collaboration skills
• Cultural sensitivity for international client interactions
• Strategic planning for long-term wealth preservation
• Proficiency in Microsoft Office Suite and financial software (e.g., Bloomberg Terminal)
• Emotional intelligence and empathy in advisory roles
• Time management for handling multiple high-priority clients
• Presentation skills for client meetings and internal reporting

Benefits

• Competitive base salary with performance-based bonuses and incentives tied to client growth
• Comprehensive health, dental, and vision insurance plans for employees and eligible dependents
• 401(k) retirement savings plan with generous company matching contributions
• Paid time off, including vacation, sick leave, and parental leave policies
• Professional development programs, including tuition reimbursement for advanced certifications
• Access to J.P. Morgan's global wellness initiatives, including mental health support and fitness reimbursements
• Employee stock purchase plan and other financial wellness benefits
• Relocation assistance for eligible roles and flexible work arrangements where applicable

JP Morgan Chase is an equal opportunity employer.