Affluent Client Advisor & Relationship Specialist
Job in
Lake Zurich, Lake County, Illinois, 60047, USA
Listed on 2026-07-27
Listing for:
Next Frontier Capital
Full Time
position Listed on 2026-07-27
Job specializations:
-
Finance & Banking
Private Banking, Banking & Finance, Financial Sales, Bank Customer Service
Job Description & How to Apply Below
Chase is seeking a Private Client Banker in Branch Banking to act as the main contact for affluent clients, managing complete banking relationships with an advice-based approach and active referral generation. The role focuses on growth in client balances and seamless service across Chase products.
The position requires proven relationship-building, 1+ year banking experience, and timely completion of required securities licenses and registrations, plus adherence to Dodd-Frank and SAFE Act
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