Elite Private Client Banker — Personal Wealth Advisor

Next Frontier Capital; New York (NY); On-site; USD 65,000 - 90,000; Full time

Job summary

Chase is hiring a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers. You will manage full banking relationships with a proactive approach, seeking new clients through referrals and internal/external networking.

The role emphasizes an advice-based relationship model, collaboration with Specialists, and ensuring clients access services around the clock while complying with banking regulations.

Qualifications

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• Ability to work branch hours, including weekends and some evenings.
• Compliance with Dodd Frank/Truth in Lending Act and related regulatory requirements.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages client banking relationships with an advice-based approach to optimize products and services.
• Partners with Specialists to connect clients with experts for specialized needs.
• Facilitates self-service options for clients to access accounts 24/7.
• Adheres to policies and regulatory banking requirements.

Skills

Relationship management

New client acquisition

SIE/FINRA licensing

Regulatory compliance knowledge

Excellent communication

Team orientation

Advisory services

Education

High school diploma or equivalent

College degree or military equivalent

Job description

Chase is hiring a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers. You will manage full banking relationships with a proactive approach, seeking new clients through referrals and internal/external networking.

The role emphasizes an advice-based relationship model, collaboration with Specialists, and ensuring clients access services around the clock while complying with banking regulations.