Private Banker Associate: Wealth Growth & Client Experience

CFA Institute · Charlotte, United States

JPMorgan Chase & Co. in the United States seeks a Private Banker for its U.S. Private Bank. The role focuses on advising families on wealth management, asset allocation, and balance sheet optimization. You will work with a local team while leveraging an institutional platform to grow client assets.

You will build trusted relationships, deliver tailored financial solutions, and collaborate with specialists across the organization to meet client goals and maintain risk controls.