At Chase Bank, we strive to provide our clients with exceptional service and personalized financial guidance. As a Private Client Banker, you will have the opportunity to build strong relationships with our high net worth clients and help them achieve their financial goals. We are looking for a driven and experienced individual who is passionate about delivering top-notch banking services and has a deep understanding of the financial industry. If you have a strong track record of success in managing high net worth clients and possess excellent communication and sales skills, we invite you to join our team as a Private Client Banker at Chase Bank.
- Develop and maintain strong relationships with high net worth clients to understand their financial needs and provide personalized banking solutions.
- Act as a trusted advisor to clients, offering expert financial guidance and advice to help them achieve their financial goals.
- Utilize in-depth knowledge of financial products and services to effectively communicate and promote offerings to clients.
- Proactively identify opportunities to deepen client relationships and increase revenue through cross-selling and upselling.
- Serve as the main point of contact for all client inquiries, concerns, and requests, providing prompt and efficient resolution.
- Stay up-to-date on industry trends, market conditions, and regulatory changes to provide informed and relevant advice to clients.
- Collaborate with other team members and departments to deliver exceptional service and support to clients.
- Meet and exceed sales goals by consistently acquiring new clients and expanding business with existing clients.
- Maintain accurate and detailed client records and documentation in compliance with company policies and procedures.
- Continuously seek out ways to improve processes and enhance the client experience.
Bachelor's Degree In Finance, Business, Or A Related Field.
Excellent Communication And Interpersonal Skills, With The Ability To Build And Maintain Relationships With High Net Worth Clients.
Minimum Of 3 Years Experience In Financial Services, Preferably In Private Banking Or Wealth Management.
Strong Knowledge Of Investment And Wealth Management Products And Services.
Series 7 And 63 Licenses, Or Willingness To Obtain Within First 6 Months Of Employment.
Financial Analysis
Communication Skills
Networking
customer service
Relationship Management
Portfolio Management
Risk assessment
wealth management
Retirement planning
Sales strategies
Cross-Selling
Investment Advising
Communication
Conflict Resolution
Emotional Intelligence
Leadership
creativity
Teamwork
Active Listening
Adaptability
Problem-Solving
Time-Management
According to JobzMall, the average salary range for a Private Client Banker in Columbus, OH, USA is between $48,000 and $70,000 per year. This can vary depending on the specific company, years of experience, and other factors such as bonuses and benefits.
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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.

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