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A dedicated team
focused on your goals.

Enjoy exceptional service and personalized advice
from a dedicated team.

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

Your Private Client Banker

Provides personalized attention and
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

Your J.P. Morgan Private Client Advisor

Draws upon the expertise of J.P. Morgan investment professionals
to develop tailored investment strategies
  • Gets to know you and what is important to you
  • Helps you balance your immediate financial needs with your long‐term goals, such as retirement
  • Develops an investment strategy that is managed to your preferred level of risk and helps you meet your financial goals
  • Advises you about market and economic trends that may impact you
 
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Connect to an Extended Team of Specialists

Your dedicated team will connect you to other banking specialists when you need them.

Mortgage Bankers

Whether it’s your first home or a vacation
or investment property, our Mortgage
Bankers can advise you throughout
the home financing process.

Business Relationship
Managers

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.

 
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Chase Private Client Stories

See how our Chase Private Clients are working with their dedicated team to help them reach their goals.

Christian

Building My Legacy

"Because I know my team is looking at my whole picture—banking, investing and business—I feel more confident pursuing new opportunities."


View Christian's story

Mark and Rise

Time to Travel

"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."


View Mark and Rise's story

Nahid and Farzana

Balancing Multiple Goals

"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."


View Nahid and Farzana's story

Laura

RETIREMENT ON MY TERMS

"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."

View LAURA'S story

Tom

MORE TIME WITH MY FAMILY

"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."


View Tom's story
 
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Interested in Learning More?

Meet with a local Chase Private Client team to discuss
your financial goals and how we could help you reach them.

LET US CONTACT YOU

Concierge Banking

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

Your Goals

Whether you're saving for a first or second home, paying for an education or planning for retirement, your dedicated team can help ensure that you are on the right path.

LEARN MORE about Your Goals

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