Chase Bank

Private Client Investment Associate

Chase Bank

Sunnyvale, CA, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Chase Bank is looking for a Private Client Investment Associate who is passionate about investing and providing excellent customer service. The ideal candidate will have experience in the banking and financial services industries, a track record of success, and a commitment to delivering quality advice and solutions to clients. This position requires a professional with strong communication, problem-solving, and organizational skills.The successful candidate will have a Bachelor’s degree in a related field and a minimum of 3 years of experience in the financial services industry. Certified Financial Planner (CFP) certification and/or Chartered Financial Analyst (CFA) designation are preferred. The ideal candidate will be able to build strong relationships with clients and work effectively in a team environment. In addition to technical and analytical skills, the successful candidate must possess strong interpersonal skills.At Chase Bank, we recognize the importance of our employees and strive to provide the best working environment possible. If you are an experienced professional, who is passionate about investing, and looking for a rewarding career opportunity, then we would love to hear from you!

Where is this job?
This job is located at Sunnyvale, CA, USA
Job Qualifications
  • Financial Analysis

  • Strong Understanding Of Financial Markets

  • Portfolio Management

  • Investment Principles

  • Portfolio Structuring

  • Financial Planning

  • Client Relationship Management

  • And Excellent Communication Skills

Required Skills
  • Financial Analysis

  • Financial Planning

  • Data Analysis

  • Market Research

  • Negotiation skills

  • Financial Modeling

  • Relationship Management

  • Investment Management

  • Sales Support

  • Risk assessment

  • Regulatory compliance

  • Client Relations

  • Portfolio analysis

  • Asset allocation

  • Trading Strategies

Soft Skills
  • Communication

  • Leadership

  • Time management

  • Interpersonal Skills

  • creativity

  • Organization

  • Analytical Thinking

  • collaboration

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Private Client Investment Associate in Sunnyvale, CA, USA is between $65,000 and $85,000 per year. This salary range may vary depending on the employer, the candidate's experience, and the current job market.

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 BeforeJune 21st, 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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