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Private Banker Assistant Jobs (NOW HIRING)

City National Bank

Private Wealth Analyst

Manhattan, NY · On-site

$87K - $138K/yr

Provide in-depth sales materials for Private Bankers by creating sophisticated portfolio and market analyses using a variety of investment and financial markets database tools. * Assist Private ...

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Private Banker Assistant information

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$10

$35

$89

How much do private banker assistant jobs pay per hour?

As of Jun 10, 2026, the average hourly pay for private banker assistant in the United States is $35.11, according to ZipRecruiter salary data. Most workers in this role earn between $18.27 and $44.71 per hour, depending on experience, location, and employer.

What is the difference between Private Banker Assistant vs Financial Advisor?

AspectPrivate Banker AssistantFinancial Advisor
CredentialsTypically requires a high school diploma or bachelor's degree; certifications like FINRA Series 7 or 66 are commonRequires a bachelor's degree; certifications such as CFP, Series 7, or Series 66 are often necessary
Work EnvironmentSupports private banking teams in banks or financial institutions, assisting with client serviceWorks directly with clients to develop financial plans and investment strategies
Employer & IndustryFinancial institutions, private banksFinancial advisory firms, banks, independent practices

While both roles support financial services, a Private Banker Assistant primarily assists private banking teams with client support, whereas a Financial Advisor works directly with clients to create personalized financial plans. The roles share similar credentials and work environments but differ in client interaction and responsibilities.

What does a Private Banker Assistant do?

A Private Banker Assistant supports private bankers in managing and servicing high-net-worth clients. Their responsibilities often include preparing client documents, managing appointments, handling account inquiries, coordinating transactions, and ensuring compliance with banking regulations. They play a key role in maintaining strong client relationships by delivering excellent customer service and supporting clients’ financial needs. The role requires strong organizational, communication, and problem-solving skills. Private Banker Assistants help streamline operations so private bankers can focus on client development and financial strategy.

How does a Private Banker Assistant typically support client relationship management within a private banking team?

A Private Banker Assistant plays a vital role in supporting relationship managers by handling client inquiries, preparing account documentation, and ensuring smooth execution of daily banking transactions. They often act as the first point of contact for clients, helping to resolve issues promptly and professionally. Additionally, they coordinate with various departments such as compliance, operations, and investment teams to facilitate seamless client service, which helps strengthen client trust and satisfaction. This collaborative environment offers valuable exposure to wealth management practices and can serve as a stepping stone to more senior roles within private banking.

What are the key skills and qualifications needed to thrive as a Private Banker Assistant, and why are they important?

To thrive as a Private Banker Assistant, you need a solid grasp of financial products, client account management, and administrative support, often backed by a degree in finance or a related field. Familiarity with banking software, CRM systems, and regulatory compliance tools is typically required. Exceptional organizational skills, attention to detail, and strong interpersonal communication help you effectively support both bankers and clients. These competencies are crucial for delivering seamless service, maintaining client trust, and ensuring accurate execution of financial transactions.
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What cities are hiring for Private Banker Assistant jobs? Cities with the most Private Banker Assistant job openings:
What are the most commonly searched types of Private Banker jobs? The most popular types of Private Banker jobs are:
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What job categories do people searching Private Banker Assistant jobs look for? The top searched job categories for Private Banker Assistant jobs are:
Private Banker Assistant jobs near you
Infographic showing various Private Banker Assistant job openings in the United States as of June 2026, with employment types broken down into 1% Locum Tenens, 6% As Needed, 16% Full Time, 66% Part Time, 1% Temporary, and 10% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $73,019 per year, or $35.1 per hour.
International Private Bank- Banker Professional- Analyst

International Private Bank- Banker Professional- Analyst

JP Morgan Chase

Manhattan, NY • On-site

Full-time

Medical, Retirement

Posted 2 days ago

JPMorgan Chase & Co. rating

8.1

Company rating: 8.1 out of 10

Based on 468 frontline employees who took The Breakroom Quiz

46th of 141 rated banks

Job description

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 International 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 Banker Professional in the International Private Bank, you will provide integral daily support to Client Advisors in managing client relationships. Additionally, you will coordinate with a team of talented colleagues and other essential support groups, while maintaining awareness of and sensitivity to confidential nature of Private Banking clients.   

Job Responsibilities

  • Support Client Advisors in Know-Your-Client documentation and processes and Suitability assessments and reporting

  • Assist in account opening process and internal preparation to facilitate subsequent investments

  • Monitor client accounts and provide basic client information management

  • Conduct daily account administration

  • Act as point of contact with Account Opening teams, Supervisory Management, Risk Management and Investor Support teams

  • Liaise with Operations and Client Service Specialist teams

  • Monitor exceptions and work with Client Advisors to conduct 'what-if' scenario-based analysis; partner with Team Leader to monitor risk metrics across the team.

Required Qualifications, Capabilities, and Skills

  • Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date

  • Bachelor's Degree required
  • One plus years of industry related experience 
  • Exceptional follow-up and follow-through skills 
  • PowerPoint and Excel expertise
  • Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC or ability to learn proprietary software 
  • Experience and interest in financial markets and concepts 

Preferred Qualifications, Capabilities, and Skills

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

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our 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.

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