Private Client Relationship Advisor

Next Frontier Capital; Pennsylvania; On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Health care coverage

On-site health and wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers. You will manage relationships across Chase, adopting an advice-based approach to offer optimal products and services while driving growth.

You will collaborate with Specialists to connect clients with experts for complex needs and promote self-service options for around-the-clock access. The role requires weekend/evening hours and strong compliance discipline.

Qualifications

• 1+ year Branch Banking Banker or equivalent experience with new client acquisition and revenue generation.
• SIE exam, FINRA Series 6/7, state registration (63/66 if required) and Life licenses required or completed within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act.
• High school degree, GED, or foreign equivalent.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible.
• Manages banking relationship through an advice-based approach for best products and services.
• Partners with Specialists to connect customers to experts for specialized needs.
• Expresses self-service options to access accounts 24/7 for client convenience.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship-building

New client acquisition

Revenue growth

SIE/Series 6-7 licensing

Regulatory compliance

Communication

Time management

Education

High school diploma or GED

College degree or military equivalent

Tools

NMLS registration

Job description

Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers. You will manage relationships across Chase, adopting an advice-based approach to offer optimal products and services while driving growth.

You will collaborate with Specialists to connect clients with experts for complex needs and promote self-service options for around-the-clock access. The role requires weekend/evening hours and strong compliance discipline.