Private Client Advisor

Welcome to Chase Bank, where we strive to provide exceptional financial services to our clients. We are currently seeking a highly motivated and experienced Private Client Advisor to join our team. In this role, you will have the opportunity to work with affluent individuals and families to help them achieve their financial goals and build long-lasting relationships. As a Private Client Advisor, you will have the support and resources of a leading financial institution, as well as the autonomy to create customized solutions for your clients. If you have a passion for building strong client relationships and a strong background in financial planning, we want to hear from you!

1. Develop and maintain strong relationships with affluent clients to understand their financial needs and goals.
2. Provide personalized financial planning and investment advice to clients based on their individual circumstances.
3. Utilize in-depth knowledge of financial products and services to offer suitable solutions to clients.
4. Collaborate with other team members and departments to ensure a comprehensive and seamless client experience.
5. Stay up-to-date on industry trends and market conditions to continuously improve client offerings.
6. Act as a trusted advisor to clients, providing guidance and support throughout their financial journey.
7. Meet and exceed sales targets and participate in business development activities to attract new clients.
8. Conduct regular portfolio reviews and suggest adjustments to align with clients' changing financial objectives.
9. Handle client inquiries and concerns promptly and professionally.
10. Maintain all client records and documentation accurately and in compliance with regulatory standards.
11. Adhere to all company policies and procedures and uphold the highest ethical standards in all interactions with clients.
12. Continuously improve knowledge and skills through ongoing training and professional development opportunities.

According to JobzMall, the average salary range for a Private Client Advisor in Sacramento, CA, USA is between $60,000 to $100,000 per year. However, this can vary depending on the specific company, experience, and qualifications of the individual. Some Private Client Advisors in Sacramento may make more than $100,000 per year, while others may make less than $60,000 per year. Factors such as bonuses, commissions, and benefits can also affect the overall salary range for this position.

JPMorgan Chase Bank, N.A., doing business as Chase Bank, is a national bank headquartered in Manhattan, New York City, that constitutes the consumer and commercial banking subsidiary of the U.S. multinational banking and financial services holding company, JPMorgan Chase.