Wealth Advisor for Private Clients

Next Frontier Capital; Jersey City (NJ); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Tuition reimbursement

Financial coaching

Job summary

Chase is seeking a Private Client Banker in Branch Banking to be the main contact for a select group of affluent clients and other customers. You will manage their complete banking relationship with a proactive, advice-based approach and help acquire new clients through referrals and internal/external sources.

Responsibilities include partnering with Specialists to meet specialized financial needs and enabling clients to access self-service options 24/7, while adhering to regulatory requirements

Qualifications

• Excellent communication skills.
• Experience cultivating relationships with affluent clients.
• Ability to work as part of a team and support long-term career at the firm.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages banking relationship with proactive, advice-based approach.
• Coordinates with Specialists to connect clients to experts for specialized needs.
• Promotes self-service options to access accounts 24/7.

Skills

Excellent communication skills

Affluent client relationships

Team orientation

Education

High school degree, GED, or foreign equivalent

College degree or military equivalent

Job description

Chase is seeking a Private Client Banker in Branch Banking to be the main contact for a select group of affluent clients and other customers. You will manage their complete banking relationship with a proactive, advice-based approach and help acquire new clients through referrals and internal/external sources.

Responsibilities include partnering with Specialists to meet specialized financial needs and enabling clients to access self-service options 24/7, while adhering to regulatory requirements