Chase Bank

Private Client Investment Associate

Chase Bank

Cincinnati, OH, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

As a Private Client Investment Associate at Chase Bank, you will play a key role in managing the financial portfolios of our high net worth clients, providing them with the best advice and solutions for their investments. We are looking for a motivated and experienced individual who is passionate about helping our clients achieve their financial goals. The ideal candidate will have a combination of financial and customer service experience, as well as the drive to continuously grow and develop their skills. To be successful in this role, you will need to possess excellent communication and analytical skills as well as a sound understanding of investment products and services. With a focus on providing superior customer service, you will be able to effectively and confidently discuss investment options with clients in order to find the best solutions to meet their financial needs.

Where is this job?
This job is located at Cincinnati, OH, USA
Job Qualifications
  • Bachelor's Degree In Business

  • Economics

  • Excellent Customer Service Skills

  • Analytical And Problem Solving Skills

  • Strong Interpersonal And Communication Skills

  • Proficiency In Computer Applications

  • Ability To Analyze Financial Data

  • Knowledge Of Financial Products And Services

  • Financial Services Experience

  • Finance Or Related Field

Required Skills
  • Risk Management

  • Financial Analysis

  • Data Analysis

  • Market Research

  • Investment Management

  • Portfolio Management

  • Transaction processing

  • Regulatory compliance

  • Client Relations

  • wealth management

  • Asset allocation

  • technology proficiency

  • Tax Planning

  • Investment Strategies

  • Asset Selection

Soft Skills
  • Communication

  • Leadership

  • Negotiation

  • Time management

  • Interpersonal Skills

  • Critical thinking

  • Organizational skills

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Private Client Investment Associate in Cincinnati, OH, USA is between $50,000 and $90,000. This range depends on the individual's experience and qualifications. Additional factors that can affect the salary range include the size of the private client firm, the geographic location, and the number of years of experience the individual has.

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 10th, 2026
This job posting is from a verified source. 
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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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