
Private Client Investment Associate
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!
Financial Analysis
Strong Understanding Of Financial Markets
Portfolio Management
Investment Principles
Portfolio Structuring
Financial Planning
Client Relationship Management
And Excellent Communication 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
Communication
Leadership
Time management
Interpersonal Skills
creativity
Organization
Analytical Thinking
collaboration
Adaptability
Problem-Solving
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.
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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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