Wealth-Focused Private Client Advisor

Fairygodboss; Ocean View (DE); On-site; USD 65,000 - 90,000; Full time

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 their full banking relationship, using a proactive, advisory approach to grow balances and referrals.

You will collaborate with Specialists to connect clients with experts and promote self-service access while ensuring compliance with banking regulations and policies.

Qualifications

• 1+ year Branch Banking Banker or similar in financial services.
• SIE exam and FINRA Series 6/7, state registration (63 or 66) if required, or complete within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act.
• High school degree, GED, or foreign equivalent.
• Adherence to policies, procedures, and regulatory banking requirements.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible.
• Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs.
• Partners with Specialists to connect customers to experts for specialized financial needs.
• Makes lives of clients more convenient by sharing and setting up self-service options to access accounts 24/7.
• Adheres to policies, procedures, and regulatory banking requirements.

Skills

Relationship building

Client acquisition

Regulatory knowledge

Financial services

Communication skills

Team collaboration

Education

High school degree or GED

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 their full banking relationship, using a proactive, advisory approach to grow balances and referrals.

You will collaborate with Specialists to connect clients with experts and promote self-service access while ensuring compliance with banking regulations and policies.