Private Client Banker — Wealth Relationships & Advisory

Fairygodboss; San Marcos (CA); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health coverage

Retirement plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

Chase is seeking a Private Client Banker to serve a select group of affluent clients in a branch setting. You will manage full banking relationships, delivering education and advice tailored to each client’s financial goals.

You will collaborate with specialists to connect clients to experts and promote self-service options for around-the-clock access. The role requires adherence to regulatory requirements and a client-centered service mindset.

Qualifications

• Proven success in acquiring and growing client relationships.
• Experience in financial services and revenue generation.
• Regulatory compliance with banking laws and FINRA/SIE as applicable.

Responsibilities

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

Skills

Relationship building

New client acquisition

Regulatory compliance

Communication skills

Team collaboration

Education

Bachelor's degree preferred

High school diploma or GED

Tools

CRM systems

NMLS registration

Job description

Chase is seeking a Private Client Banker to serve a select group of affluent clients in a branch setting. You will manage full banking relationships, delivering education and advice tailored to each client’s financial goals.

You will collaborate with specialists to connect clients to experts and promote self-service options for around-the-clock access. The role requires adherence to regulatory requirements and a client-centered service mindset.