Job Information
JPMorgan Chase US Private Bank - Fund Banker in San Francisco, California
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Fund Banker, you are responsible for advising Private Equity & Venture Capital Firms on Banking and Lending solutions as well as Cash Management. You will use your knowledge of Investments, Credit and Banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a specialized team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
Manage and maintain relationships for Private Equity & Venture Funds day-to-day activity across the J.P. Morgan Private Bank platform
Generate business results and acquire new business, cultivating Deposit, Lending, and Investment relationships
Partner with Private Bankers to deepen fund relationships and introduce founders, CEO, CFOs, CIOs, and Fund employees to the Private Bank
Partner with Investors and Lenders to build holistic plans around Banking, Lending and Investments to deliver the entire Private Bank platform to fund clients
Foster relationships with Commercial Bank partners to build strategic relationships with Fund companies to bank their portfolio companies across the platform
Connect with Investment Bank partners to build strategic relationships with Fund companies to understand strategic partnership around IPOs and fund raising opportunities
Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required qualifications, capabilities and skills
Six plus years of work experience in Private Banking or Financial Services
Bachelor's Degree required
Series 7, 66 unlicensed candidates considered, but required to obtain licenses within 90 days of start date
Strong community presence with an established network
Proven sales success and strong business acumen
Strong community presence with an established network
Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
Preferred qualifications, capabilities and skills
MBA, JD, CFA, or CFP preferred
Proactive, takes initiative, and uses critical thinking to solve problems
Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. 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. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
Base Pay/Salary
San Francisco, CA $170,000.00 - $285,000.00 / year
JPMorgan Chase
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