JP Morgan Chase Private Client Banker: Role & Compensation Analysis Flashcards
As a Private Client Banker at JP Morgan Chase, you'll be the main point of contact for a select group of the bank's affluent clients. Understand your primary responsibilities (5 cards)
Managing existing client relationships
You’ll be assigned a book of business with existing clients who meet Chase Private Client qualification criteria (minimum $150,000 in qualifying assets).
Expanding wallet share with existing clients
You’ll work to deepen relationships by identifying additional products and services that meet client needs.
Cold calling existing clients
You’ll reach out to clients within your assigned book who have basic banking relationships (checking/savings) but aren’t utilizing other Chase products or services.
Servicing walk-in clients
You’ll assist clients who come into the branch, providing personalized service and solutions.
Partnering with specialists
You’ll collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to ensure clients receive comprehensive financial solutions.
