JPMorgan Chase If someone wants to be promoted from Private Client to Private Bank, how can he do that, besides exceeding sales goals and getting the CFP? Any other steps?

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JPMorgan Private Bank doesn’t not normally hire from Chase Private Client group, you would have to network on your own with the folks in PB.

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I spent 10 yrs there, it’s not common, but not impossible to get in, just need to network. Be ready to take advantage of an opportunity if it comes.

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Have you considered having a informational conversation with an MD Team or Team Lead Private Banker? I would start there build that network of sponsors to bring you on board.

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That’s something I’ll consider when I start producing numbers that are above average the norm. I’m about to finish training here and I am too shy to start discussing this. I’m 10 years in the industry but new here. That’s why I wanted to ask here. I also realize that banks have a certain path that they want employees to go through and not deviate too much from.
Thank you, though. That is something that I will be doing.

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2. Brillio - Designation (Lead Engineer )

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