JPM Private Banking Groups

Hello all,

Know that PB at JPM has different sides like Advisors and Investment Solutions, but I want to know more about the details of the groups and teams at PB.

As I know, Advisors can also be split into lending, bankers, and investors (but I don't know the differences between "investors" and "investment solutions"), so I would like to know if anyone can explain the groups and teams inside of PB.

Many thanks!

Comments (9)

ChimpyPlayboy, what's your opinion? Comment below:

Interested - dm me if u have answers plss

  • 1
  • Analyst 1 in IB - Gen

In short, the investment solutions group is where you wanna be in regard to being the most technical and proving exits to other technical roles. This is what I've heard from other posts, while all other roles are sales or make the title seems more than what is really is. 

People in private banking don't exit, they stay in the long run b/c comp can be nice if you are good at these kinds of jobs but not for everyone, in regard to the sales type roles. 

User120239423405, what's your opinion? Comment below:

anyone know if the investor role on the advisor side is technical or mainly client-focused

  • Works at JPMorgan

Voluptate aspernatur sed quia occaecati tempore. Temporibus rerum sunt laudantium ut neque dignissimos consectetur. Laudantium quae numquam blanditiis natus aliquam ea. Deserunt dolores minus dolore blanditiis dolores et et.

Voluptatibus aut non odit eligendi est odit rerum. Omnis labore sit quia est.

Doloremque ea sit vel corrupti natus eligendi accusantium odio. Culpa impedit tempore nam vel. Quidem ut harum adipisci voluptatem et sit consequatur. Molestias harum omnis non expedita.

Sint id dignissimos autem perspiciatis et earum tempora. Veniam mollitia rerum voluptates.

Start Discussion

Career Advancement Opportunities

May 2023 Investment Banking

  • Lincoln International (▲01) 99.6%
  • Jefferies & Company (▽01) 99.1%
  • William Blair (▲12) 98.7%
  • Financial Technology Partners (▽01) 98.2%
  • Lazard Freres (+ +) 97.8%

Overall Employee Satisfaction

May 2023 Investment Banking

  • William Blair (▲04) 99.5%
  • Lincoln International (▲11) 99.1%
  • Canaccord Genuity (▲18) 98.6%
  • Stephens Inc (▲12) 98.2%
  • Financial Technology Partners (▲09) 97.7%

Professional Growth Opportunities

May 2023 Investment Banking

  • Lincoln International (▲01) 99.5%
  • Financial Technology Partners (▲06) 99.1%
  • Jefferies & Company (▽02) 98.6%
  • Lazard Freres (▲15) 98.2%
  • UBS AG (▲19) 97.7%

Total Avg Compensation

May 2023 Investment Banking

  • Director/MD (6) $592
  • Vice President (32) $396
  • Associates (148) $260
  • 3rd+ Year Analyst (11) $198
  • 1st Year Analyst (279) $170
  • 2nd Year Analyst (91) $170
  • Intern/Summer Associate (46) $166
  • Intern/Summer Analyst (206) $93