
Private Client Investment Associate
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!
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
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
Communication
Conflict Resolution
Leadership
Problem Solving
Time management
Interpersonal Skills
creativity
self-motivation
Teamwork
Adaptability
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.
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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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