Chase Bank

Private Client Investment Associate

Chase Bank

Rochester, NY, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

At Chase Bank, we are looking for a Private Client Investment Associate to join our team. This is a great opportunity for someone passionate about investments, customer service, and financial planning. The successful candidate will be a key member of our team, helping our clients identify and reach their long-term financial goals.The ideal candidate should possess strong communication, interpersonal, and analytical skills, as well as the ability to work within a team environment. They should also be an excellent problem solver with an eye for detail and a passion for customer service. A bachelor's degree in finance, accounting, or a related field is required. Previous experience in the financial services industry is preferred, but not required.If you are a hardworking and passionate professional interested in joining a team of like-minded individuals, we invite you to apply for this position.

Where is this job?
This job is located at Rochester, NY, USA
Job Qualifications
  • Excellent Communication And Interpersonal Skills

  • Strong Analytical And Problem Solving Skills

  • Proficiency In Microsoft Office Suite

  • Knowledge Of Banking Products And Services

  • Bachelor's Degree

  • Knowledge Of Financial Markets

  • Ability To Work On Multiple Projects Simultaneously

  • Understanding Of Banking Processes And Regulations

Required Skills
  • Documentation

  • Risk Management

  • Investments

  • Research

  • Financial Planning

  • Communication

  • Problem Solving

  • Negotiation

  • Financial Modeling

  • Reporting

  • Compliance

  • Portfolio Management

  • Analysis

  • Client Relations

  • Regulatory Knowledge

Soft Skills
  • Communication

  • Leadership

  • Time management

  • Interpersonal Skills

  • creativity

  • Organization

  • Analytical Thinking

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Private Client Investment Associate in Rochester, NY, USA is $37,000 - $55,000. This range is based on the salaries reported for similar positions in the area.

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 BeforeMay 22nd, 2025
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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.

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