How Your Dedicated Team Works Together
As a Chase Private Client, you will have a team of specially-trained professionals who bring together Concierge Banking
from Chase with access to the expertise and investment capabilities of J.P. Morgan.
Your team is anchored by two individuals — your Private Client Banker and your J.P. Morgan Private Client Advisor,
who work with a select group of clients to provide you with an exceptional level of personal service.
Your Private Client Banker
manages your everyday banking needs
- Guides you through premium banking solutions and services available only through Chase Private Client
- Provides you with priority service
- Seamlessly connects you with other experts, dedicated to our Chase Private Clients, for mortgage and business banking needs
Your J.P. Morgan Private Client Advisor
professionals to develop tailored investment strategies
- Gets to know you, what’s important to you, and helps you build customized investment strategies and a plan to help you meet your financial goals
- Will help ensure your investment strategy is managed to your preferred level of risk for the long-term
- Considers opportunities to take advantage of tax-deferred investing
- Arranges periodic reviews to assess how market, economic and legislative activity may impact you
- Shares exclusive market insights from J.P. Morgan
Connect to an Extended Team of Specialists
Your dedicated team will connect you to other banking specialists when you need them.
Whether it's your first home, a vacation
or investment property, our Mortgage
Bankers can advise you throughout
the financing process.
Our Business Relationship Managers
can support your business objectives,
providing advice and dedicated service.
Private Client Banking Services
24/7 banking service line reserved
only for Private Clients
Call anytime to have a U.S.-based service specialist help you with wire transfers and transactions, check account information, reissue a debit card, order checks and more.
Chase Private Client Stories
View how our Chase Private Clients are working with their dedicated team to reach their goals.
Mark and Rise
"I think it's not so much that our team helped us dream bigger, it was that they helped us see our big dreams were not unattainable."
Nahid and Farzana
"It's the access to J.P. Morgan investment vehicles, it's the retirement planning, it's the kids' college fund, it's the rainy day fund."
"If we need something, they're there to support us. I felt a trust that I haven't felt in a long, long time at a bank."
"I am grateful to my dedicated team who were able to explain the various options. I trust them and trust is very important, especially when it has to do with your money."
"My dedicated team knows what's important to me. They're able to explain things in a way that I understand and they're very upfront and honest about everything."
Your Private Client Banker provides you with premium banking solutions available only through Chase Private Client.LEARN MORE about Concierge Banking
J.P. Morgan Investment Expertise
Your J.P. Morgan Private Client Advisor taps into the expertise of J.P. Morgan to develop a tailored investment strategy for you.LEARN MORE about J.P. Morgan Investment Expertise
Whether you're saving for a first or second home, paying for an education or planning for retirement, your dedicated team will work with you to help develop a plan that aligns with your goals.LEARN MORE about Your Goals
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