Hi, I'm currently a PCB. I have aspirations of becoming a PB. I've spoken to the manager of that division and he said he would like to see me become a PCA and get a CFP before considering me for the role. I looked at the job post and it mentioned graduate degrees and a CFA as helping. Does anyone have any advice on how they pivoted to PB? I was also looking at the BRM role as a means to becoming a PB as I noticed that's been a path for some.

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Posting as :
works at
You are currently posting as works at

Would you be referring to a JPM Private Banker working in the Private Bank?

Yes. I want to know a good pivot from the branch as a PCB to the Private Bank.

BRM to PB? Nah, that sounds wild and why would you want to go from PCA to PB? My tenured PCA clears 350k after 12 years with the firm

You make a valid point plus not having to be at just one branch. Thank you for sharing that with me.

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