Affluent Private Client Banking Advisor

Next Frontier Capital; Dover (DE); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Tuition reimbursement

Mental health support

Job summary

Chase is seeking a Private Client Banker to serve a select group of affluent clients and broader branch customers. You will manage complete banking relationships with a proactive, education-driven approach, expanding balances and referrals.

You will collaborate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to meet clients’ financial needs while ensuring access to services 24/7 and adherence to all regulatory requirements.

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• Experience in growing client balances through proactive engagement and referrals.
• Completion of required licenses/registrations (SIE, FINRA 6/7, 63/66 if applicable) or within 180 days of start.

Responsibilities

• Actively manages client banking relationships with a focus on affluent clients.
• Solicits referrals and develops internal/external sources to acquire new clients.
• Partners with specialists to connect clients to experts for complex financial needs.
• Promotes self-service options to access accounts 24/7 and improve convenience.
• Adheres to banking policies, procedures, and regulatory requirements.

Skills

Relationship building

New client acquisition

Regulatory compliance

Education

High school diploma or GED

Job description

Chase is seeking a Private Client Banker to serve a select group of affluent clients and broader branch customers. You will manage complete banking relationships with a proactive, education-driven approach, expanding balances and referrals.

You will collaborate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to meet clients’ financial needs while ensuring access to services 24/7 and adherence to all regulatory requirements.