Wealth Relationship Advisor

Aumni; Jakarta Pusat; On-site; IDR 1,075,076,000 - 1,612,614,000; Full time

Job summary

Chase is seeking a Private Client Banker in Branch Banking to be the primary contact for a select group of affluent clients. You will manage their complete banking relationship with a proactive, advice-based approach to grow balances and assets.

You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to deliver tailored financial solutions while ensuring regulatory compliance and service excellence.

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• 1+ year Branch Banking Banker or equivalent experience in financial services with success in new client acquisition and revenue generation.
• SIE exam and FINRA Series 6/7; state registration (63/66 if required) and Life licenses required or must be completed within 180 days of starting.
• Compliance with Dodd Frank/Truth in Lending Act requirements.
• National Mortgage Licensing System and Registry (NMLS) registration required upon active employment.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible.
• Manages banking relationships with an advice-based approach to provide best products and services.
• Partners with Specialists to connect clients to experts for personalized financial needs.
• Facilitates self-service access to accounts 24/7 for client convenience.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship management

New client acquisition

Regulatory compliance

SIE exam

FINRA Series 6/7

State registration (63/66)

Life licenses

Banking hours flexibility

Education

High school diploma or GED

College degree or military equivalent

Job description

Chase is seeking a Private Client Banker in Branch Banking to be the primary contact for a select group of affluent clients. You will manage their complete banking relationship with a proactive, advice-based approach to grow balances and assets.

You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to deliver tailored financial solutions while ensuring regulatory compliance and service excellence.