Private Client Banker: Wealth Advisor for Affluent Clients

Fairygodboss; Florham Park (NJ); On-site; USD 65,000 - 90,000; Full time

Job summary

Chase Private Client Banker role in a branch setting focuses on affluent clients, delivering education and advice to help them make the most of their money. You’ll manage relationships, solicit referrals, and coordinate with specialists to meet financial needs.

Responsibilities include advising on products, enabling self-service access, and ensuring compliance with banking regulations. A strong emphasis on service quality and diversity is highlighted.

Qualifications

• Experience building client relationships with a focus on affluent clients.
• SIE exam and FINRA licenses required or completed within 180 days.
• Compliance with Dodd-Frank and Truth in Lending Act.

Responsibilities

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

Skills

Relationship management

New client acquisition

SIE license

Series 6/7 license

Regulatory compliance

High school diploma

Education

High school diploma

Job description

Chase Private Client Banker role in a branch setting focuses on affluent clients, delivering education and advice to help them make the most of their money. You’ll manage relationships, solicit referrals, and coordinate with specialists to meet financial needs.

Responsibilities include advising on products, enabling self-service access, and ensuring compliance with banking regulations. A strong emphasis on service quality and diversity is highlighted.