Private Client Banking Advisor

Next Frontier Capital; Clifton (NJ); On-site; USD 60,000 - 90,000; Full time

Job summary

Chase seeks a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers. You will manage the full banking relationship with an advisory approach and drive growth by referrals and internal collaboration.

You’ll partner with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to tailor solutions, while fostering convenient 24/7 self-service access and strict regulatory compliance.

Qualifications

• Experience using a value-added, relationship-focused approach to grow client relationships.
• Ability to acquire new clients and deepen existing relationships in financial services.
• Compliance with industry regulations and internal policy standards.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages client banking relationships with advice-based service to fit needs.
• Coordinates with Specialists to connect clients to experts for complex needs.
• Improves client convenience by enabling self-service options 24/7 access.
• Follows policies, procedures, and regulatory banking requirements.

Skills

Relationship building

New client acquisition

Financial services knowledge

Communication skills

Advising clients

Education

High school degree, GED, or foreign equivalent

College degree or military equivalent

Job description

Chase seeks a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers. You will manage the full banking relationship with an advisory approach and drive growth by referrals and internal collaboration.

You’ll partner with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to tailor solutions, while fostering convenient 24/7 self-service access and strict regulatory compliance.