Private Client Banker & Wealth Advisor

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

Job summary

Chase is seeking a Private Client Banker in Branch Banking to nurture a select group of affluent clients and other customers within the branch. You will manage their full banking relationship, pursuing growth, referrals, and cross-sell opportunities.

The role emphasizes a proactive, education-driven approach to help clients make the most of their money and access tailored financial education and advice. Evening/weekend hours may be required.

Qualifications

• Demonstrated success in growing client relationships.
• Experience acquiring new clients and expanding relationships.
• Familiarity with banking regulations and consumer compliance.

Responsibilities

• Share the value of Chase Private Client with eligible clients.
• Manage banking relationships with an advice-based approach to fit clients' needs.
• Partner with Specialists to connect clients to experts for specialized needs.
• Make banking convenient by enabling self-service options 24/7 access to accounts.
• Adhere to banking policies and regulatory requirements.

Skills

Relationship management

New client acquisition

Regulatory compliance

Communication skills

Team collaboration

Education

High school diploma or GED

Job description

Chase is seeking a Private Client Banker in Branch Banking to nurture a select group of affluent clients and other customers within the branch. You will manage their full banking relationship, pursuing growth, referrals, and cross-sell opportunities.

The role emphasizes a proactive, education-driven approach to help clients make the most of their money and access tailored financial education and advice. Evening/weekend hours may be required.