Chase Bank

Private Client Investment Associate

Chase Bank

Troy, MI, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Welcome to the exciting role of Private Client Investment Associate at Chase Bank! At Chase, we believe in the power of our clients to make a positive and lasting impact on their communities and the world. We provide our clients with the resources and advice they need to make informed investments that will shape their future. As a Private Client Investment Associate, you will be responsible for providing comprehensive financial planning and investment advice to high net worth clients. You will be responsible for constructing and managing client portfolios, as well as providing superior customer service and relationship management. In this role, you will act as a trusted advisor to our clients, helping them to make strategic decisions that will build their financial future. To be successful in this role, you must have a deep understanding of financial markets, investment strategies, and portfolio management. Additionally, you must possess excellent communication and problem-solving skills, as well as strong knowledge of financial products and services. A bachelor’s degree in finance, accounting, economics, or a related field is preferred.We look forward to reviewing your application and welcoming you to the Chase team!

Where is this job?
This job is located at Troy, MI, USA
Job Qualifications
  • Or A Related Field

  • Accounting

  • Excellent Customer Service And Communication Skills

  • Bachelor's Degree In Finance

  • Cfp

  • Strong Financial Analysis Skills

  • Cfa

  • Or Other Financial Certifications

  • Ability To Understand And Interpret Financial Statements

  • Ability To Explain Complex Investment Concepts In Simple Terms

  • Proficiency In Microsoft Office And Financial Software

  • Knowledge Of Financial Markets And Regulatory Guidelines

Required Skills
  • Risk Management

  • Financial Analysis

  • Market Research

  • Sales

  • Negotiation

  • Relationship Management

  • Reporting

  • Client Service

  • Credit Analysis

  • Investment Strategy

  • Performance metrics

  • Portfolio Management

  • Regulatory compliance

  • Asset management

  • prospecting

Soft Skills
  • Communication

  • Conflict Resolution

  • Leadership

  • Problem Solving

  • Time management

  • Interpersonal Skills

  • creativity

  • self-motivation

  • Teamwork

  • Adaptability

Compensation

According to JobzMall, the average salary range for a Private Client Investment Associate in Troy, MI, USA is between $50,000 and $90,000 per year. This range can vary depending on the experience and qualifications of the individual. Factors such as the size of the firm and the region will also impact the salary range.

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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