E90Post
 


TNT Racewerks
 
BMW 3-Series (E90 E92) Forum > BIMMERPOST Universal Forums > Off-Topic Discussions Board > Chase Private Client



Reply
 
Thread Tools Search this Thread
      10-01-2012, 05:54 PM   #23
Vanity
Private First Class
Vanity's Avatar
Canada
48
Rep
123
Posts

 
Drives: BMW E90 LCI
Join Date: Feb 2010
Location: BC, Canada

iTrader: (0)

I'm with TD's system. Do not like it.

Anyone with experience on RBC Private Banking?
__________________
Appreciate 0
      10-01-2012, 09:13 PM   #24
JMX328
Insert Something Witty.
United_States
5
Rep
32
Posts

 
Drives: 2009 328i
Join Date: Jul 2012
Location: California

iTrader: (0)

Ick. I see there's a lot of Chase employees lurking about here... =P
Appreciate 0
      01-01-2013, 11:51 PM   #25
CaliSteve
Registered
0
Rep
0
Posts

 
Drives: 328I
Join Date: Dec 2012
Location: SF Bay Area

iTrader: (0)

Quote:
Originally Posted by syd View Post
I'm a chase private client banker, Honestly for what you are offered it is well worth it. The minimum amount they like to see is $250k relationship. But you dont need all $250k in the account to get into the private client program. If the outside relationship has a good possibility to be moved over in the near future (1-3 months) they will put you in the program to utilize the benefits.

I do that often with my clients, an initial 100-200k investment or asset transfer to a money market. Then they come to appreciate the program and do a mass wealth transfer and there whole relationship comes over

Pm me if you would like some more details about the program!

***Also for anyone looking to purchase a home, get in the program. I cannot tell you how many times we have been able to get ridiculous exceptions for home loans we have direct contact with the private client underwriters and if the money is there they will pull the strings to get the loan done, and all sorts of credits on top of that. ***
I would be interested to know more about CPC.

What were some of the exceptions made on home loans for CPC?
Appreciate 0
      01-01-2013, 11:52 PM   #26
CaliSteve
Registered
0
Rep
0
Posts

 
Drives: 328I
Join Date: Dec 2012
Location: SF Bay Area

iTrader: (0)

Quote:
Originally Posted by Vanity View Post
I'm with TD's system. Do not like it.

Anyone with experience on RBC Private Banking?

I believe RBC Private Banking in the US is Wealth Management and is investment oriented. I think they require $5Million.
Appreciate 0
      01-02-2013, 12:00 AM   #27
CaliSteve
Registered
0
Rep
0
Posts

 
Drives: 328I
Join Date: Dec 2012
Location: SF Bay Area

iTrader: (0)

Quote:
Originally Posted by JMX328 View Post
While I am not part of Chase's Private Client Group, I am part of another bank's Private Client/Private Wealth Management, and in my opinion, if you can qualify for their services, I'd do it.

There are many benefits to being part of a bank's Private Client/Private Wealth Management division, including highly personalized service, lower loan rates and fees, extra credit card benefits, etc.
How does your bank compare with Chase Private Client?
Appreciate 0
      01-02-2013, 05:53 AM   #28
Vanity
Private First Class
Vanity's Avatar
Canada
48
Rep
123
Posts

 
Drives: BMW E90 LCI
Join Date: Feb 2010
Location: BC, Canada

iTrader: (0)

Quote:
Originally Posted by CaliSteve View Post
I believe RBC Private Banking in the US is Wealth Management and is investment oriented. I think they require $5Million.
$5 Million in hard assets

Or,

$250,000/year income

Or,

$1 Million liquid cash.
__________________
Appreciate 0
      01-02-2013, 05:53 AM   #29
Comet
Troll Harder
Comet's Avatar
Lebanon
75
Rep
596
Posts

 
Drives: 997 GT3, 997 4 GTS, X6M
Join Date: May 2007
Location: Montreal, Beirut

iTrader: (0)

Garage List
Quote:
Originally Posted by Vanity View Post
I'm with TD's system. Do not like it.

Anyone with experience on RBC Private Banking?
I'm with RBC PB.
I recently switched only for the black card. My branch used to offer me the same benefits as PB so I saw no point in switching for the longest time.

Nothing different except for a prettier office to sit in. When I use another branch (the one near my house), they don't pester me to switch my account over anymore because I'm PB. And I can call my account dude on his cell phone 24/7 for anything, not that I do.

Basically, few perks, not worth it for me at least. I like the black card and the look on people's face when I pull it out. It has gotten me a number or two.
__________________
Appreciate 0
      05-05-2013, 03:15 PM   #30
CaliSteve
Registered
0
Rep
0
Posts

 
Drives: 328I
Join Date: Dec 2012
Location: SF Bay Area

iTrader: (0)

Does anyone have updated information on Chase private client
Appreciate 0
      05-14-2013, 12:01 AM   #31
endofanera7
Major General
endofanera7's Avatar
No_Country
118
Rep
5,188
Posts

 
Drives: 08 JB E92 M3
Join Date: Sep 2008
Location: Bay Area, CA

iTrader: (15)

Garage List
2008 E92 M3  [5.00]
Send a message via AIM to endofanera7 Send a message via MSN to endofanera7
Quote:
Originally Posted by CaliSteve View Post
Does anyone have updated information on Chase private client
What u need to know about it? Pm or email me, my username at hotmail
Appreciate 0
      05-15-2013, 03:07 PM   #32
smdauberm3
Second Lieutenant
4
Rep
279
Posts

 
Drives: 2004 E46 Dinan M3
Join Date: Dec 2011
Location: Fort Collins, CO

iTrader: (0)

I know the minimum amount is higher but for anyone interested in one of the best wealth and asset management companies check out Northern Trust.
Appreciate 0
      05-15-2013, 03:18 PM   #33
amanda hor$t
Banned
27
Rep
208
Posts

 
Drives: a380
Join Date: Sep 2012
Location: ny ny

iTrader: (0)

i have a simple etrade brokerage account which lets me trade stocks, write checks, pay bills, and includes a visa debit/check card. cash that isn't invested is automatically routed to a tax exempt bond fund (which sucks at the moment). credit is provided through margin accounts (the rates are fair but currently not using that).

beyond that, i manage my own money. even if the big banks can do it cheap, why wouldn't you want to handle your own money?
Appreciate 0
      05-15-2013, 07:22 PM   #34
schoy
Private First Class
1
Rep
129
Posts

 
Drives: Melbourne Red E90 M3
Join Date: Apr 2010
Location: SD

iTrader: (0)

^ +1

Unless the "perks" outweigh the fees and the loss of control, whatever those perks are ...
Appreciate 0
Reply

Bookmarks

Thread Tools Search this Thread
Search this Thread:

Advanced Search

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Forum Jump


All times are GMT -5. The time now is 07:39 AM.




e90post
Powered by vBulletin® Version 3.7.0
Copyright ©2000 - 2014, Jelsoft Enterprises Ltd.
1Addicts.com, BIMMERPOST.com, E90Post.com, F30Post.com, M3Post.com, ZPost.com, 5Post.com, 6Post.com, 7Post.com, XBimmers.com logo and trademark are properties of BIMMERPOST