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Your Dedicated Team

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 a select group of clients to provide you with an exceptional level of personal service.

READ MORE > about your Dedicated Team - Click to expand

Private Client Banker

Provides personalized attention and manages your everyday banking needs

  • Guides you through our 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

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
  • 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 including Mortgage Bankers, and Business Banking Relationship Managers. And 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.


Speak with Us

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