Chase Bank

Asset Management - External Client Advisor

Chase Bank

Los Angeles, CA, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Are you an experienced and driven individual who is passionate about helping clients achieve their financial goals? Chase Bank is seeking an Asset Management - External Client Advisor to join our team and provide exceptional customer service to our clients.The Asset Management - External Client Advisor will be responsible for providing comprehensive financial planning advice to external clients and delivering superior customer service. This individual will be expected to develop and maintain relationships with clients and assist in the development of new strategies to reach financial goals.The ideal candidate will possess extensive knowledge in the area of asset management, financial planning and wealth management, as well as strong interpersonal and communication skills. The successful candidate will be expected to stay up to date with changing financial regulations and have an in-depth understanding of the financial industry.If you feel you have the required qualifications, please apply today and join us in helping clients reach their financial goals.

Where is this job?
This job is located at Los Angeles, CA, USA
Job Qualifications
  • Or Related Field

  • Economics

  • Finance

  • • Strong Communication And Interpersonal Skills

  • • Bachelor's Degree In Business

  • • Minimum Of Years Of Experience In External Asset Management

  • • Proven Track Record Of Success In Client Relationship Management

  • • Knowledge Of The Financial Services Industry And Asset Management

  • • Ability To Understand And Interpret Data

  • Analytics And Market Trends

  • • Proficiency In Microsoft Office Suite And Financial Software

  • • Ability To

Required Skills
  • Risk Management

  • Financial Planning

  • Account Management

  • Client Service

  • Relationship Building

  • Investment Strategy

  • Sales Support

  • Portfolio Management

  • Regulatory compliance

  • Market analysis

  • Asset management

  • Client Relations

  • Client communication

  • Regulatory reporting

  • Investment Analysis

Soft Skills
  • Communication

  • Leadership

  • Time management

  • Interpersonal Skills

  • creativity

  • Teamwork

  • collaboration

  • Adaptability

  • Problem-Solving

  • self-management

Compensation

According to JobzMall, the average salary range for a Asset Management - External Client Advisor in Los Angeles, CA, USA is $51,000 - $80,000. This range may vary depending on factors such as experience, qualifications, and location.

Additional Information
Chase Bank is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedApril 3rd, 2023
Apply BeforeJuly 20th, 2025
This job posting is from a verified source. 
Reposted

Apply with Video Cover Letter Add a warm greeting to your application and stand out!

About Chase Bank

JPMorgan Chase Bank, N.A., doing business as Chase Bank, is a national bank headquartered in Manhattan, New York City, that constitutes the consumer and commercial banking subsidiary of the U.S. multinational banking and financial services holding company, JPMorgan Chase.

Frequently asked questions

Get interviewed today!

JobzMall is the world‘ s largest video talent marketplace.It‘s ultrafast, fun, and human.

Get Started