Private Client Banking & Wealth Advisor

Next Frontier Capital; Chagrin Falls (OH); On-site; USD 65,000 - 95,000; Full time

Job summary

Chase is seeking a Private Client Banker to serve a select group of affluent clients in-branch, managing their complete banking relationship with an advice-based approach to grow balances and tailor solutions.

You will work with specialists to connect clients to experts for complex needs, promote 24/7 self-service access, and ensure adherence to banking regulations and licensing requirements.

Qualifications

• Demonstrated success in acquiring and deepening client relationships
• 1+ year in branch banking with revenue generation
• SIE exam/Licenses (6/7, 63/66 if required) or must obtain within 180 days
• Compliance with Dodd-Frank/Truth in Lending Act
• NMLS registration requirements and SAFE Act compliance

Responsibilities

• Share the value of Chase Private Client with eligible clients
• Manage client relationships with an advice-based approach to optimize products/services
• Collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers
• Facilitate access to self-service options for 24/7 account access
• Adhere to banking policies, procedures, and regulatory requirements

Skills

Relationship management

New client acquisition

Regulatory compliance

Licensing knowledge

Excellent communication

Team orientation

Education

High school diploma or equivalent

Job description

Chase is seeking a Private Client Banker to serve a select group of affluent clients in-branch, managing their complete banking relationship with an advice-based approach to grow balances and tailor solutions.

You will work with specialists to connect clients to experts for complex needs, promote 24/7 self-service access, and ensure adherence to banking regulations and licensing requirements.