Need to make my decision TOMORROW - Citigold banker or Chase FA?

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Mar 3, 2011 2:54 pm


Mar 3, 2011 11:14 pm

PM me, please.

Mar 4, 2011 8:02 am

That's like deciding between a hot poker in the eye and a kick in the gibblies. Good luck with that one.

Mar 7, 2011 11:23 pm

If you ultimately want to work with ultra high net worth clients (defined by JPMorgan as those with greater than $25mm) you will not get there working in a Chase branch.  JPMorgan Chase has like 6 lines of businesses and this type of upward mobility is not common especially when it comes to managing wealth.  A retail financial advisor at a Chase branch works in the retail financial services division while ultra high net worth clients are housed in the Private Bank market segment, which is part of Asset Management.  To illustrate the difference between these two areas, look at it this way; the people who answer customer service phone lines for after hours help for Private Bank clients won't even talk to people who work in a Chase branch if they call attempting to have something done on behalf of a client that has assets in the custody of both parts of the bank.

Sure, you may have a chance to make it in CPC (Chase's answer to the affulent clientele) but it does not compare to the Private Bank. 

Mar 9, 2011 7:57 am

One thing I forgot as well-and BigRed touched upon it-forget mobility.  I tried to see if there were ways to get out of the Chase/retail model and back to the more entrepreneurial side--no dice. 

CPC is a joke, it's Chase with the colors of the Private Wealth Management unit. 

Also, the different areas don't communicate, and they are all on different systems.  When I was at Chase, we had many PB clients in our town--they would come to the branch expecting to be able to make a deposit or withdrawal to an account, and it wasn't possible. 

For all the pats on the back Dimon gets, I didn't see it as an outstanding, organized, cohesive place at all. 

Mar 12, 2011 5:30 pm

If you have a series 7 and 63 and live in NYC then we need to talk. I'm gonna add to my desk. (yes I know this is vague.. I can't go into too much detail on a forum for compliance reasons) We are one of the fastest growing firms in the country with multiple offices around the world. Please pass this around to anyone you know who qualifies. email resumes to [email protected]