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About the Role

As a Fund Banker at J.P. Morgan’s U.S. Private Bank, you will advise Emerging Private Equity & Venture Capital firms on banking, cash management, and lending solutions. You will collaborate with internal teams to leverage expertise in investments, banking, and credit, guiding clients on their balance sheet and showcasing the Private Bank's capabilities. This role involves managing a significant client portfolio within a national coverage team supported by an institutional platform.

Responsibilities

Build and maintain strong client relationships through trust, understanding needs, tailored advice, and exceptional client experience.
Re-engage dormant clients via proactive outreach, marketing follow-up, and CRM insights to introduce Fund Banking Group and deepen relationships.
Collaborate with internal specialists to deliver interdisciplinary expertise and holistic client solutions.
Generate referrals and acquire new assets from existing clients and internal networks.
Partner with Private Bank and cross-LOB colleagues to build a robust referral network for individuals and portfolio companies.
Connect clients to appropriate partners within the J.P. Morgan Chase & Co. ecosystem to support long-term goals.
Ensure solutions align with clients’ short-, medium-, and long-term objectives.
Adhere strictly to all risk and control policies, regulatory guidelines, and security measures.

Requirements

Three-plus years of experience in Private Banking or Financial Services.
Bachelor’s degree required.
Series 7, 66 required (unlicensed candidates considered but must obtain licenses within 90 days of start date).
Proven sales success and strong business acumen.
Team-oriented mindset and ability to excel in a fast-paced environment.
Experience or demonstrated understanding of investments, credit, and banking concepts.
Passion for delivering an outstanding client experience.

Skills

Investments
Banking
Credit
Sales
Client Relationship Management
Communication
Presentation Skills
Organizational Skills
Critical Thinking
Equity Markets
Fixed Income Markets
Alternative Investments
Hedge Funds
Private Equity
Venture Capital
Real Estate

Location

U.S.

Work Type

Full-time

Experience Level

3+ years

Education Level

Bachelor's degree

Benefits

Comprehensive health care coverage
On-site health and wellness centers
Retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

About the Company

JPMorganChase is one of the oldest financial institutions, offering innovative financial solutions to millions of consumers, small businesses, and prominent corporate, institutional, and government clients under the J.P. Morgan and Chase brands.
With a history spanning over 200 years, J.P. Morgan is a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing, and asset management.
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions.
Asset Management provides strategies and expertise across the full spectrum of asset classes through a global network of investment professionals.
Wealth Management helps individuals, families, and foundations take a more intentional approach to their wealth or finances to better define, focus, and realize their goals.

Equal Opportunity

We are an equal opportunity employer and place a high value on diversity and inclusion at our company.
We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.
We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans.