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 exclusive 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 only 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 and what is important to you
- Develops a plan that is managed to your preferred level of risk and helps you meet your financial goals
- Proactively brings you updates about market, economic and legislative trends that may impact you
- Shares exclusive market, planning and retirement perspectives 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 Banking Relationship Managers
can support your business objectives,
providing advice and dedicated service.
Private Client Service Line
To ensure you can always reach us — even after
hours — you have access to a U.S.-based, 24/7
client service line, answered by a knowledgeable
Chase Private Client professional.
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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