Approached by Chase Private Client Banker
I walked into a Chase branch to deposit a check, and when the teller finalized the transaction she told me if I had time to speak with a banker because there is a special promotion for a credit card offered to me. Now I already have the Chase Sapphire Preferred and Freedom with them, as well as a significant amount of money in their premium savings account. So I said yes, and they directed me to a banker who took my ID and debit card, and told me to wait a little while she went out to get something. I was already deciding between getting the United Club card since I heard they waive the first year's annual fee when applying in-branch, or the Ink Bold for the 50k bonus.
Then, she came back with a really well dressed gentleman and greeted me, and then we walked to the back of the branch where there was another lady sitting behind a desk with the big emblem of the Chase Private Client. They talked about being in the CPC with all the benefits(free wire transfers, no atm fees) and about making more than the 0.15% Im earning with the savings. And then the lady also talked about Chase Strategic Portfolio. I am interested in becoming a Private Client but I'm not so sure about enrolling with Strategic Portfolio. I also don't know if this has anything to do with the special credit card promotion or with the palladium card, only that I mentioned that I was interested in getting a palladium card to a different banker months ago.
Does anyone have any experience with the CPC , CSP, and will this eventually lead me to qualify for the Palladium card? Honestly, while the lady was talking, I was so distracted by the huge Private Client emblem and all I can picture was the Palladium card. I would love to get the Palladium card but don't want to risk my money in investments, as I'm conservative even with my 401K. I know they have different levels of risk with their portfolio. I guess I can't get anything from them if I don't give them something in return. Any thoughts?