J.P. Morgan Wealth Management - Private Client Investment Associate

Welcome to J.P. Morgan Wealth Management - where we help our clients achieve their financial goals and secure their financial future. As a Private Client Investment Associate, you will play a vital role in delivering exceptional service and solutions to our high net-worth clients. You will have the opportunity to work with a team of experienced professionals and have access to the resources of one of the world's leading financial institutions, Chase Bank. We are seeking individuals who are driven, detail-oriented, and possess a passion for providing top-notch investment advice and services. If you thrive in a fast-paced, dynamic environment and have a strong background in finance, we invite you to apply for this exciting opportunity.

1. Provide exceptional customer service to high net-worth clients in order to build and maintain strong relationships.
2. Collaborate with team members and utilize the resources of Chase Bank to deliver comprehensive financial solutions to clients.
3. Conduct in-depth research and analysis to support the development of investment strategies for clients.
4. Assist clients with account opening, fund transfers, and other administrative tasks.
5. Keep up-to-date with market trends and developments in the financial industry to provide informed investment advice.
6. Maintain accurate and organized client records and documentation.
7. Communicate effectively with clients, colleagues, and other departments within the organization.
8. Act as a liaison between clients and other departments within J.P. Morgan Wealth Management.
9. Support the development and execution of marketing initiatives to attract new clients.
10. Act in accordance with all regulatory and compliance policies and procedures.
11. Contribute to a positive and collaborative team environment by sharing knowledge and expertise.
12. Continuously seek opportunities for personal and professional development to enhance job performance.

According to JobzMall, the average salary range for a J.P. Morgan Wealth Management - Private Client Investment Associate in San Mateo, CA, USA is between $50,000 and $80,000 per year. This can vary depending on the specific job responsibilities, experience level, and location. Additionally, bonuses and other incentives may also be included in the overall compensation package.

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.